Our Consulting Services


Clients get a bespoke Consulting Service

Our extensive experience in the Financial Industry with Alternative and Future Investment strategies allow us to offer bespoke and unique consulting opportunities.

Our Consulting services are not structured to sell you products or take your money from you to invest, but it's rather focused on giving you the utmost benefits by advising on the strategies you should implement for your unique situation.

We only take on clients if we are sure we can assist and thus make sure we are the right fit for you prior official consultations.

Consulting Services

Traditional investments
Traditional Investments
Safe and Reliable

Well-established assets like stocks, bonds, and real estate, which have a long history of providing stable returns. They serve as the backbone of most investment portfolios..

Cherry picking Alternative investments
Alternative Investments
High Opportunities & Growth

Assets like Real Estate, Crypto, Hedge Funds, Private Equity Structures, Commodities, and Collectibles. They offer diversification and potential for high returns, ranging from high liquidity to higher risk and lower liquidity.

Mortgage Finance
Home Loans and Business Finance
Responsible & Smart 

Involve securing capital to fund real estate, crypto arbitrage, operations, growth, or specific projects. Options range from bank loans to venture capital, each with varying terms, interest rates, and risk profiles.


Let's help you increase your ROI this year.


financialconsult.co.za

Andrea Cerio


BUSINESS CONSULTING


One of our virtual company consultants:

Andrea Cerio

IESE Business School Master of Business Administration - MBA, Business Administration and Management, General. 

I specialize in crafting investors ready business plans in the form of a pitch deck / PowerPoint presentation, including the following elements:


- Executive summary and company description
- Value proposition
- Market and industry analysis
- Competitors analysis
- Marketing strategy and high-level plan
- Financial plan

I deliver my financial plans within the deck in a digestible way, and in a spreadsheet to give an extended detailed view.

My 5 years financial plans contain:
- An assumption dashboard, where I list all the baseline hypotheses that feed the forecast. This is structured in a way that the buyer can then change assumptions or play with them - and the forecast changes automatically
- A 5 years P&L, with the main voices and inclusive of all the most relevant KPIs, such as growth ratios, return ratios, breakeven point, FCF, etc.
- A summary view with graphs, for a quick read


I deliver 30 to 60 minutes 1:1 sessions in which we could cover any business topic depending on your needs.

These topics could typically include:
brainstorming,
consulting sessions,
documents review,
or anything else on which you would need the support or opinion from an expert.

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