Frequently Asked Questions

Who is Elevate Financial Consulting?

Elevate Financial Consulting is an independent brokerage that were established in 2020. We offer independent financial advice and guidance on long-term insurance and are contracted with a wide variety of well-established product providers. We strive to provide clients with objective independent advice and guidance on their way to financial freedom.

How long does it take Elevate Financial Consulting to respond to my enquiry?

Elevate Financial Consulting has a responsive administrative team that will respond to your enquiry within 24 hours.

How can I benefit from using Elevate Financial Consulting’s services?

We offer a wide range of services custom to the long-term financial needs of our clients. Using our services will help you to achieve your long-term financial objectives through our elite services that; strategically analyse your financial situation and identify the best financial plans, products and solutions that suit your financial needs. Therefore, we empower our clients by providing them with financial products suitable for them to achieve their specific long-term financial planning objectives.

Is Elevate Financial Consulting a regulated financial institution?

Yes, Elevate Financial Consulting is an authorised financial service provider registered with the Financial Services Conduct Authority.

Would you be able to assist me if I am not an existing client?

Yes, there are certain procedures we follow to establish whether we can assist.

What documents are required for a financial plan?

Based on our fact-finding procedure we will guide you through documents needed to provide you with the best financial advice and services.

How can Elevate Financial Consulting assist with my current portfolio?

We can review existing portfolios and provide detailed feedback.

Can a graduate or young individual be assisted with financial planning?

Yes, at Elevate Financial Consulting we believe in cultivating a culture of financial inclusivity and informed long-term financial decision-making. Graduates and young individuals are the future; thus, we encourage our youthful clients to make financially conscious decisions, through early assistance and guidance.

What is the process to book an appointment with Elevate Financial Consulting?

There are various ways and means to get hold of us to book an appointment. Please see our book an appointment page to book your appointment or alternatively see our contact page.

How long prior to my appointment may I cancel?

Our preferred recommendation would be that you cancel 24 hours prior to your appointment, however we do consider that unforeseen circumstances do occur, and we understand that you might cancel a few hours before your appointment.

Do you charge standard fees for the financial planning process?

Based on the assistance you need; certain fees may be applicable. We will guide you through the process and indicate in advance where fees will be applicable.

When you invest, you are buying a day that you don’t have to work. – Anonymous

Contact US

Office
+27 87 551 3181

Office
+27 87 551 3181

Office HOURS

Monday – Friday

08:00 – 16:00

Social media

Office HOURS

Monday – Friday

08:00 – 16:00

Social media

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