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PFP Financial Consulting’s expertise lies
in personal and corporate wealth and investment management advice.
The primary areas we cover are analyses of clients’ investment
profiles, assessment of financial risk, asset allocation strategies,
succession planning management, and wealth portfolio management.
Our objective is simply to optimise if not maximise financial
well-being.
Working on behalf of clients, and after a comprehensive technical
analysis to determine each individual’s financial circumstances,
objectives, and requirements; we may, if appropriate, place
business with major international or local financial institutions
in accordance with clients’ financial profiles and approvals.
We are service driven, not sales!
Our remuneration may be either fee or commission based, though
we prefer to take a long-term approach towards relationship-building.
Ultimately, our income depends on the services provided, the
volume of business placed, and the level of services that will
be required in the future in servicing our clients’ accounts.
PFP Financial Consulting is managed by Cassim Jivraj, a CFA
charterholder. He is a founding and Executive Board member of
the East African Society of Investment Professionals (EASIP)
and a member of the CFA Society of the UK, formerly known as
the UK Society of Investment Professionals (UKSIP). Having attained
the Diploma in Insurance, he is currently also pursuing further
qualifications with the Chartered Insurance Institute, UK.
PFP Financial Consulting: There
when you need us!
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