You are already having everything else delivered to you. Why not have financial expertise also delivered?
Our first-to-market strategic financial services offering lets you choose which services and/or financial products you want, how you want to receive it, and how you pay for it. No more hidden costs or commissions, no more unwarranted and disproportionate fees, and no more unmanaged expectations. Right at the onset, you will know exactly what you get, how you will get it, how often, and how much it will cost, and we will know exactly how to meet and exceed your expectations.
As a valued client of Celagenix® Financial Services, you will not only benefit from being part of one of the most forward-looking, independent financial consulting firms in Africa, but also be rewarded for your loyalty, a first in the financial advisory space.
Your finances should be managed on your terms, period.
HOW IT WORKS?
Simply navigate to the service/s that you are interested in to read more. Once you have an idea of our offering and how we can assist, you can either—
During our first engagement, we will talk about your needs and objectives, and show you examples of what we can do for you. We will then provide you with our detailed Service Offering, followed by an official Work Order Quotation, tailored to your needs and preferences. If you are satisfied with our proposal, we will sign a Service Level Agreement to lock in our commitment to partnering with you on your journey towards better quality of life and astute financial management. Our Service Offering will cover everything you need, and everything you need to know.
We are standing by to receive your meeting request. Why not just follow your gut this time around?
No frills. Just convenience.
WHAT IT COSTS
Just like we offer you the flexibility to choose the services and financial products that you want, we also offer different pricing structures to accommodate your needs. Choose from our 4 main pricing options, combine them for additional legroom, or let our experts tailor a package exclusively for you.
Simply tell us what you need, and we will do the rest!
Why the different pricing options?
We believe that operational agility should ultimately translate into cost savings, which is why we invested a substantial amount of our resources into technology and innovation to provide our clients with new generation financial services and FinTech solutions at a fraction of the cost of traditional advice. Being driven by digital doesn’t mean that we overlook the value of human interaction or sacrifice on the quality of our service. It only means that we found better, more flexible ways of doing more for less.
How our costing differs from the Industry Standard
For starters, we give you several, flexible pricing options instead of driving our compensation to the highest “allowable limits” or “regulated commission”. Secondly, we disclose it in an understandable manner to help you make informed decisions. Thirdly, we are motivated by the value the we can add, not by the fees or commission that we can earn, which is why we lock in expectations prior to embarking on our journey with our clients. Yes we need to grow as an organisation and take care of our employees, but the benefit of being driven by digital is that we don’t have to push overheads through to our clients. Instead, we can focus on service excellence and superior all-round performance.
WHAT YOU CAN EXPECT
A new, all-round digital financial consulting experience, delivered to you in the comfort of your home or office by seasoned finance professionals with decades of experience. All you need is to be switched on!
World-class financial planning and advice, geared around service excellence and innovative product design.
Secure, online meetings, annual reviews, contract facilitation and recordkeeping.
Access to online assessments, evaluations, and surveys on our CelaAudit® Platform, a Celagenix® Digital Solutions product*.
The ability to cherry-pick or bundle services from our entire range for a truly bespoke solution.
The flexibility to choose from various pricing options, agreed upon prior to delivering any service to you.
The security of entrusting your business to an authorised and fully compliant financial services provider in terms of the FAIS Act.
Rewards for loyalty and ongoing participation in our continuous knowledge improvement (CKI) activities*.
Insightful articles, blog posts, newsletters and FAQs to keep you informed and empowered*.
Webinars, interviews and educational inserts by leading experts and professionals in the field, proudly hosted by the Celagenix Corporate Academy*.
Access to our secure, online client portal where you can store, view and retrieve all your financial documents, under our custodianship*.
*Where included in our Agreement
WHY Celagenix® Financial Services?
Celagenix® Financial Services is a wholly owned subsidiary of Celagenix® Holdings, a new generation Management Consulting -and Business Advisory Group that comprises six global consulting entities and a large contingent of seasoned professionals, accomplished entrepreneurs, and dynamic innovators.
We operate a new generation business model, utilising the latest technology and proprietary tools in our solutioning, which makes us more effective in our core areas of expertise, and more dedicated to serving our clients with excellence.
Apart from offering our clients flexible, affordable access to the wealth of experience and expertise of our finance professionals and business advisors, we also leverage the resources and expertise from our other consulting entities to craft the best and most rewarding solutions for our clients.