For independent advisors
A serious home for serious independent advisors.
An institutional-quality operating platform for experienced advisors — institutional investment capability, COFI-ready compliance, suitability governance and a modern client onboarding experience. Built to be partnered with, not absorbed.
Who this is for
A small number of careful, long-horizon advisors.
Experienced independent advisors
Practitioners who want serious investment infrastructure and modern operations without surrendering independence.
Principals planning succession
Owners thinking about the next chapter — for themselves, their team and their clients.
Growth-focused practices
Smaller and mid-sized FSPs that want the compliance and operational depth usually reserved for larger firms.
The partnership model
Three ways serious advisors work alongside the firm.
Partnership
A long, considered relationship for experienced independent advisors who want institutional capability and modern infrastructure without giving up their voice with clients.
Succession
A measured path for principals planning the next chapter — continuity for clients, fair value for the practice you've built, and a careful handover at your pace.
Operational support
A way to plug into our compliance, suitability and implementation infrastructure where it makes sense — keeping your brand, gaining the back office.
What you plug into
Institutional capability. Modern operations. Quiet discipline.
01
Access to authorised investment partners
Access to authorised investment partners, structured advice processes, scheduled review discipline and clearly disclosed investment/platform pricing where available. Where discretionary portfolio management is used, it is provided by an appropriately authorised Category II discretionary investment partner under its own mandate and governance.
02
Compliance & COFI readiness
Category I infrastructure built alongside an appropriately authorised Category II discretionary investment partner for the COFI era — disclosure discipline, sanctions and PEP screening, governance evidence and a structured audit trail behind every client interaction.
03
Suitability & advice governance
Structured Record of Advice workflows, alternatives-considered documentation, replacement rationale, affordability checks and regulator-defensible suitability evidence on every file.
04
Operational infrastructure
Digital onboarding, FICA/AML verification, secure document collection, electronic quote and proposal signing, centralised client records and an immutable workflow chronology behind every interaction.
05
Technology-enabled client experience
A mobile-first onboarding portal, secure document vault and quiet client communications — sophistication in the workflows, simplicity on the client's side.
06
Practice scalability
Compliance, suitability and implementation handled with discipline so the advisor can return their capacity to client relationships, planning and stewardship.
Dynamic Consult JV (Pty) Ltd is a Category I FSP. Where discretionary portfolio management is used, it is provided by an appropriately authorised Category II discretionary investment partner under its own mandate and governance.
Succession
A measured handover for the practice you've built.
Succession is rarely an event — it's a careful, multi-year transition. We work with principals to map client continuity, retain the relationships that matter, transfer the operational load gradually and honour the trust built over decades.
The aim is calm continuity for clients, fair value for the practice and a path the principal can step away from without anxiety.
Discuss succession confidentially →A confidential conversation
Explore a partnership.
All advisor conversations are private and without obligation. We work with a small number of advisors and only progress when the fit is right on both sides.
Licence status & scope of authorisation
Dynamic Consult JV (Pty) Ltd is an authorised Category I Financial Services Provider, FSP 54508. 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.
Role separation
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.
Investment risk
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.
Disclosures & complaints
Clients may request the FSP disclosure, complaints process, conflict of interest policy and privacy notice at any time. Unresolved complaints may be escalated to the FAIS Ombud.