Business Directory - Consolidated Financial Planning

Consolidated Financial Planning (Consolidated) is an authorised financial planning business that provides professional and independent advice. Our focus is to provide you with a financial plan tailored to your lifestyle needs and goals. We refer to this as a "lifestyle financial plan". It is a living plan which reflects the dynamic events and goals relevant to you rather than being a static document.           Paul Leonard         Executive Director         CFP®         B.Sc.   Our service offering... Our focused service offering is provided by three specialist teams, namely, Private Clients; Corporate Solutions and Employee Benefits. Our infrastructure... Our infrastructure is robust and takes advantage of a number of strategic alliances to provide unique and world class planning tools; business processes and communication solutions. Contact Us | Port Elizabeth Email: communication@consolidated.co.za Telephone Number: +27 41 37 37 999 Fax Number: +27 41 37 37 177 221 Cape Road Mill Park Port Elizabeth 6001 Website: www.consolidated.co.za

Our Vision "Enriching people's lives through financial health" Our Mission "To provide independent, professional advice to all people - individuals and corporates - to assist them in making the right financial decisions." We do this by understanding their needs and providing effectively implemented solutions. Our Values Professional engagement Rewarding relationships Integrity in all our actions Independent advice Social responsibility CANI - Constant and Never Ending Improvement   Consolidated is an authorised Financial Services Provider