Our Services
Celestis offers a range of practice management tools and services tailored to South African financial advisory practices. Extensive research and solid relationships with experts in the industry, both here and internationally, allows us to adapt global best practice principles for local requirements.
These best practice principles will be evident in the products and services made available to you. We trust that they will be as useful to you as they have been to many highly successful advisors.
The Celestis practice management programme
The Celestis practice management programme is modular, which means that together we can select and combine modules that are most relevant to your practice, to create a unique programme for your business.
Broadly speaking, we tailor the programme to allow you to follow best practice principles across four areas:
- Client Management: We'll focus on how you manage and service your clients, to assist you to strengthen your long term relationships with your most important clients.
- Operational Management: We'll look at the operational efficiency of your business as well as staff performance and management of staff issues.
- Financial Management: We'll help you increase your profitability through best practice principles.
- Business Continuity Management: We'll look at your business as an asset, and assist you to take steps to ensure maximum long term asset value.
Celestis tools and templates
Celestis has developed a range of tools and templates that are specifically designed to assist practice managers to better run their businesses.
- The Litmus Test offers a free and quick assessment of your practice management and insight into how the Celestis products and service can assist you.
- The Business Acid Test is a comprehensive assessment tool that offers a detailed view of the practice's standing in terms of business management. It's helpful tips, links to practical articles and industry benchmarking are invaluable aids to business decision making.
- The Client Satisfaction Survey tool allows you to establish what your clients really think about the service delivered by your practice. The responses are anonymous which means that your clients tell you what they think, rather than what they believe you want them to say.
- The Income and Expense Management tool allows one to assess productivity and measure expenses relative to income. The test is free and users quickly establish what it costs to earn each Rand.
- The Business Valuation tool is used by Celestis to determine the value of your business in its entirety or the value of your client book or part thereof. The valuation is supported by financial and qualitative data.
In order to access these tools, you need to be a registered user. If you have not already done so, please register and access the client site where you will be able to view the Celestis business tools.
Practice management consultancy
Celestis practice management consultants are chosen for their expert knowledge, fresh thinking and analytical ability. They are based in all the major centres in South Africa and operate on a one-on-one, face-to-face basis. This we believe is the only way to truly understand your unique needs and provide a personal, tailored service.
Using a variety of established tools, your consultant will work with you to identify your particular requirements and structure a programme that meets your immediate efficiency and profitability needs, as well as addressing long term strategic issues essential to your business continuity. These include business planning, risk management and succession planning.
When working with a Celestis practice management consultant, you are working with the best in the business:
- Experience: Celestis is able to expose you to the experience of industry stalwarts from around the world.
- Research: Not all the research available is applicable to your business. Your consultant will identify the most up-to-date research findings relevant to you.
- Strategic thinking: Celestis practice management consultants are able to add value at both an operational and strategic level.
- A wide network: Long-standing and dynamic relationships with international industry leaders allow us access to global best practice principles and innovative ideas.
