Consult Solutions
 

Consult Model Portfolios

Knowing upfront what type of investment return your investment will deliver gives you peace of mind to embrace the future with confidence.
Aligned to this need for certainty, Consult follows an outcomes-based investment philosophy - that means that we are so obsessed with you achieving your specific financial objectives, that we manage your investment solution according to your unique investment requirements. Our mandated investment team have access to 80 local and international investment professionals and collectively manage over R5 billion of assets to align your goals with the best possible investment journey.
 

Consult Estate Plan

Protecting the life you are building also means planning for what will happen to your assets and the people who depend on you when you are no longer here.
Without a clear estate plan, unexpected costs, taxes and delays can place additional financial and emotional pressure on your loved ones. Your Consult adviser can help you incorporate the Estate Plan into your broader financial plan. By bringing together wills drafting, estate-focused life cover and fiduciary services, the solution helps protect your estate, preserve your legacy and provide greater certainty for those you leave behind.
 

Consult Green Energy

A green energy system is more than a way to manage rising electricity costs. It is a significant investment that can affect your property, cash flow, risk, and long-term financial position.
Through an integrated advice approach, your Consult adviser can connect you to suitable funding, insurance, technical expertise and specialist solutions. This helps you build a smarter, more resilient energy strategy that protects your investment, supports continuity, and creates sustainable long-term value.
 

Consult Pet Insurance

Protecting the life, you are building means preparing for the unexpected – including when a beloved pet needs medical care.
An unforeseen veterinary expense can place pressure on your monthly cash flow, emergency savings, and longer-term financial goals. Your Consult adviser can help you incorporate pet insurance from dotsure.co.za into your broader financial plan, protecting your financial progress while ensuring a valued member of your family can receive the care they need.