An independent South African wealth advisory firm — combining independent financial advice, investment planning, access to authorised investment partners and a modern client experience for long-horizon investors, families and business owners.
- Base ·
- Palm Lakes, Ballito · KwaZulu-Natal
- Boardroom ·
- Umhlanga Ridge, Durban (by appointment)
- Coverage ·
- National — South Africa
Dynamic Consult JV (Pty) Ltd · Category I FSP No. 54508
Authorised Financial Services Provider in terms of the Financial Advisory and Intermediary Services Act, 37 of 2002. Dynamic Consult provides financial advice and intermediary services. Dynamic Consult does not provide discretionary financial services unless specifically authorised to do so. Where discretionary portfolio management, model portfolio management or mandate-based portfolio management is used, this is provided by an appropriately authorised Category II financial services provider, discretionary investment manager, product provider or platform. Product recommendations remain subject to client-specific advice, suitability assessment, risk disclosure, fee disclosure and client acceptance.
Dynamic Consult is responsible for financial advice and intermediary services within its licence category. Product providers, platforms, asset managers and discretionary investment managers remain responsible for their respective product, platform, investment management or mandate functions.
Market-linked investments may rise or fall in value. Past performance is not a guarantee of future performance. Income from investments may not be guaranteed unless expressly stated by the product provider.
Clients may request the FSP disclosure, complaints process, conflict of interest policy and privacy notice at any time.