A method, not a mood
We call it the Kordavi Method — a fixed sequence of discovery, modelling, implementation and review that every client passes through, regardless of the size of their portfolio.
Five phases, followed every time
Full Financial Discovery
We gather a complete, unfiltered view of your finances — income, debt, existing policies, dependents and goals — before a single recommendation is drafted.
Independent Modelling
We run your numbers against multiple providers and structures, comparing outcomes on cost, tax efficiency and long-term fit rather than commission.
Plain-Language Proposal
You receive a written plan free of jargon, with the reasoning behind each recommendation set out alongside the figures.
Implementation & Handover
We manage the paperwork with product providers directly and confirm everything is correctly in place before considering the engagement complete.
Annual Reassessment
Every plan is formally revisited each year, checked against actual performance, tax law changes, and anything that has changed in your life.
Three reasons clients stay with us
We are paid to advise, not to sell
Our fee structure is disclosed upfront and does not depend on which product you choose — a distinction that shapes every conversation we have with clients.
We document our reasoning
Every recommendation comes with a written rationale you can keep, question, or hand to a second opinion. Nothing rests on verbal assurance alone.
We stay in Cape Town, and stay reachable
We are not a call centre. Your advisor is a named individual at our Kloof Street office, and remains your point of contact for the life of the relationship.
Accreditations behind the advice
FSCA Registered
Kordavi Financial Consulting operates as an authorised Financial Services Provider under the Financial Sector Conduct Authority.
FAIS Compliant
All advisory staff hold the required FAIS qualifications and Regulatory Examinations for the categories in which we advise.
CIPC Registered
Reg. 2016/384927/07 — Registered with the Companies and Intellectual Property Commission, Cape Town.
POPIA Aligned
Client data is handled under documented POPIA-compliant policies, reviewed annually.
The best compliment a client can give us isn't that we made them money — it's that they finally understood their own finances.
Founding Director
Kordavi Financial Consulting
Ready to see how it applies to you?
Book an initial consultation and we'll walk you through Phase One — full financial discovery — at no obligation.
Book a Consultation