MILESTONES, EXPANSION AND EXCELLENCE: CELEBRATING A YEAR OF CLIENT-CENTERED SUCCESS. BY CRAIG KIGGEN, MANAGING DIRECTOR OF CONSOLIDATED WEALTH
Mid-way through the second month of 2025, I can’t help but feel a deep sense of pride and gratitude for how far we’ve come at Consolidated Wealth. The past year has been filled with remarkable milestones, growth and progress, all of which wouldn’t have been possible without our incredible team and the unwavering trust of our clients. These achievements aren’t just numbers or awards – they represent real people, real families and real financial dreams that we’ve helped bring to life.
MANAGING A R4.7 BILLION BOOK: A TESTAMENT TO TRUST AND GROWTH
One of our most exciting achievements in 2024 has been growing the assets under ourmanagement to over R4.7 billion. This is a huge financial milestone but more importantly, it reflects the trust our clients place in us.
At Consolidated Wealth, our approach has always been about more than just managing money – we believe in building long-term relationships and helping our clients achieve their goals with confidence. The fact that we continue to grow shows that our clients value and appreciate this approach.
FPI PROFESSIONAL CERTIFICATION: A MARK OF DISTINCTION
We’re incredibly proud to have been approved by the Financial Planning Institute (FPI) as an FPI Approved Professional Practice™. This prestigious certification confirms that Consolidated Wealth has met the FPI’s rigorous standards for excellence in financial planning and that we are part of an elite group of FPI Approved Professional Practices across South Africa that can claim this certification.
For us, this is more than just a badge – it represents our commitment to excellence, integrity and the highest standards in financial planning. For our clients, it is reassurance that they’re in expert hands, and that they are partnered with a team that prioritises their financial security through trusted, client-centered financial advice.
A NATIONALLY RECOGNISED LEADER: CRAIG KIGGEN IN CITYWIRE’S TOP 50 ADVISERS
On a personal note, I was recently humbled to be named one of Citywire’s Top 50 Advisers in South Africa. Citywire is a globally respected authority in the wealth management community so while it’s always great to receive recognition, this achievement isn’t just about me. It is about the incredible team at Consolidated Wealth who share my passion for performance and our commitment to providing top-tier financial planning for our clients.
EXPANDING OUR FOOTPRINT: A NEW OFFICE IN PRETORIA
To make our services even more accessible, we opened a new office in Pretoria at the beginning of February. This expansion means we can provide even more people with expert wealth management services, helping them navigate their financial journeys with the same personal touch we’re known for.
OUR PEOPLE: THE DRIVING FORCE BEHIND OUR SUCCESS
We wouldn’t be where we are today without our phenomenal team. Just four years ago, there were 11 of us. Today, that number has nearly quadrupled, with 42 team members, seven of whom have joined us in the past three months – including three Certified Financial Planners (CFPs). This growth isn’t just about numbers; it’s about ensuring we have the right expertise and support to continue delivering the best service to our clients.
INTRODUCING LEGAL SERVICES: A FULL-SERVICE WEALTH MANAGEMENT FIRM
When we started Consolidated Wealth 21 years ago, our vision was to offer a truly comprehensive financial service under one roof. At the end of 2024, we took a big step towards realising this by introducing legal services. Wealth management isn’t just about investments – it’s about securing your future, planning for your family, taking care of your business and ensuring your legacy is protected. By adding legal expertise to our offering, we can provide even more holistic solutions tailored to each client’s needs.
TECHNOLOGY-DRIVEN EFFICIENCY: A FULLY INTEGRATED REPORTING SYSTEM
We understand that financial clarity is key and that’s why we’ve invested in a fully integrated reporting system. This cutting-edge, custom-built technology gives our clients real-time insights into their portfolios, making financial management more transparent, efficient and accessible. We want to ensure that every client has the tools and information they need to make informed decisions with confidence.
SUCCESSION PLANNING: BUILDING FOR THE FUTURE
While we celebrate today’s successes, we’re always looking ahead. We’re committed to building a business that lasts for generations and that’s why succession planning is a top priority. Our focus is on mentoring and developing the next generation of wealth managers, ensuring that Consolidated Wealth remains your trusted partner for years to come.
CLIENTS AT THE HEART OF EVERYTHING WE DO
No matter how much we grow or how many accolades we receive, one thing will never change – our clients are at the heart of everything we do. We take immense pride in knowing each of our clients personally, understanding their goals and walking alongside them on their financial journeys. Wealth management isn’t just about numbers; it’s about people, relationships and trust.
LOOKING AHEAD: A FUTURE FILLED WITH PROMISE
Reflecting on 2024 and indeed on the past 21 years, I feel incredibly grateful for the journey we’ve been on. Together with our team and our clients, our Executive team have built something truly special, but I know that the best is yet to come. Our focus remains on innovation, client service and sustainable growth, and I couldn’t be more excited for what the future holds.
To our clients, partners, and team members – thank you for being part of this journey. Your trust, support and dedication mean the world to us and we can’t wait to continue building your financial future together.
