Our offices will be closed from 24 December 2025 and will re-open on 5 January 2026.

Consulting Services

Do you need a sounding board to take your business to the next level? Insight? Advice?

We offer a consulting service to corporate clients who want to tap into our expertise of the financial advisor community and the wider financial services industry with its regulatory framework.

Our wealth of information is based not only on our research findings and extensive experience, but also interaction with the regulators. We have a well-established relationship with the Financial Sector Conduct Authority (FSCA) and through our regular meetings remain up-to-date on pending legislative updates and changes. We are therefore able to prepare our clients for change well ahead of time.

Typically, we consult with management or key staff on topics such as:

  • Financial advisor compliance risk profiles
  • The fit and proper status of contracted independent financial advisors
  • Licence categories
  • FICA status
  • Current and upcoming regulation.

To get clarity and greater certainty, contact us today.

WHO ARE WE

Established in 2004, Masthead (Pty) Ltd offers nationwide compliance and business support to independent financial advisors, corporate FSPs, credit providers, legal and property practitioners, and others. We help our clients navigate key regulations like FAIS, FICA, POPIA, and the National Credit Act. With a team of experts, we provide practical solutions across compliance, practice management, and business development to help businesses stay compliant and thrive. Masthead (Pty) Ltd is part of the Masthead Group, alongside Masthead Financial Planning (Pty) Ltd – a licensed FSP dedicated to supporting financial advisors with streamlined operational and regulatory solutions.

Why Masthead?

CONTACT US

Phone:

021 686 3588

E-mail:

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B-BBEE CERTIFICATE

Masthead is a level 1 B-BBEE contributor.

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