Financial Services

Our Financial Services provide practical financial advice and support to small and medium sized businesses who wish to achieve their business objectives.

The services we offer are provided to:

• Support the financial and economic resilience and growth of businesses.
• Facilitate the efficient allocation of capital and resources.
• Collect, analyse and provide information to business owners to enable better business decision making.
• Provide SMEs with support and access to additional financial services and products.

Our Financial Services include:

Financial Diagnosis. The aim of this Findisa service is to evaluate the financial situation of a small to medium sized business. Strategies to maintain and grow the company are based on this analysis, which provides relevant financial information for new decision making and problem solution. Information needed for financial diagnosis is taken from the balance sheet, profit and loss account, cash flow situation, profitability analysis, etc.

The Business Modelling services offered by Findisa's Financial Advisors supports the development of a plan, method and strategy used for a business to operate. This includes the purpose, systems and employees that work together to add value to new and existing customers. A business model provides a framework to build around the various systems operating in a business.

Financial Modelling is used by Findisa to create an analysis and summary of an SME's expenses and earnings in the form of a spreadsheet that is used to calculate the impact of future event(s) and / or business related decisions. This modelling provides a representation in numerical analysis of the various operating aspects of a business. They are also used in strategic planning to test various scenarios, calculate the cost of new projects, decide on budgets and allocate relevant resources.

Funding : Evaluation, Sourcing and Terms This service assists business owners to review their business goals and decide on funding and funding sources for short-term and long-term goals. Findisa's Financial Advisors provide input, information and support on the type of funding that best suits your business goals relevant to specific financial circumstances.

Compliance Monitoring Service for Financial Service Providers (FSPs). This includes:

• Conducts regular onsite assessments and file sampling.
• Produces reports and recommends remedial actions where necessary.
• Regularly reviews the customised risk management plan.
• Completes the FSCA compliance reports and submits them to the FSCA.
• Attends and assists during an FSCA onsite visit.
• Guides and supports with FAIS related customer complaints.
• Ensures the business is kept up-to-date through regular compliance updates.