Services
Account Opening
Guidance through every step of the account opening process, with your chosen financial institution, for a smooth and stress-free experience.
New Business Setup
Expert direction in launching your business with the right financial structure from day one.
Bank Finance Preparation
Short-, medium-, long-term preparation of individuals and businesses seeking financing for projects, renovations, investment, property purchase and other ventures.
Financial Institution Selection
Professional guidance selecting and engaging with the financial institution best suited to your personal or business goals.
Business Plan Development & Review
Creation or refinement of bankable business plans designed to strengthen your credit proposals.
Credit Training Programmes
Training for institutions and credit-driven businesses seeking to improve lending expertise and risk management.
Financial Services Customer Service Training
Skill-building programmes tailored to elevate service delivery in financial environments.
Banking & Finance Tutoring
One-on-one or group tutoring designed to strengthen understanding of banking and finance concepts.
Business Model Advisory
Expert guidance on current business models and strategies to improve efficiency and business performance.
Term Sheet & Offer Letter Review
Professional evaluation of bank terms with clear advice to support informed decision-making.
Credit Facility Negotiation
Representation and negotiation support to help secure favourable financing arrangements.
Brokerage Arrangements
Coordination of brokerage services and institutional relationships for financial transactions.
Financial & Retirement Planning Seminars
Engaging group workshops focused on financial planning, retirement readiness, and money management.
Financial Literacy & Programme Development
Advocacy, training, and curriculum development to improve financial knowledge at the community or organisational level.
