Every journey is personal. Every life deserves peace, joy, and adventure. With Avalon, your clients can have the road map to their remarkable life. #LiveRemarkable #Avalon #FinancialPlanning #DiscoverAchieveLive https://lnkd.in/dJMtADbm
Allegiance Consulting (Pty) Ltd
Financial Services
Pretoria, Gauteng 628 followers
Empowering better financial decisions through advanced financial engineering.
About us
Empowering better financial decisions through advanced financial engineering. Allegiance Consulting (Pty) Ltd started in 1999 as a legal consulting firm specializing in advanced financial planning support. From there, Allegiance evolved into the FinTech company we are today. We leveraged our financial engineering team's knowledge and created Avalon, which took the FinTech market by storm. Avalon is our master version of a financial planning system. With Avalon, one of the first goal-based financial planning systems, we can help you help your clients meet their individual goals and dreams.
- Website
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http://www.allegiance.co.za
External link for Allegiance Consulting (Pty) Ltd
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Pretoria, Gauteng
- Type
- Privately Held
- Founded
- 1999
- Specialties
- Legal Consulting, Business Consulting, Advanced Estate Planning, Financial Systems Development, Advanced Structures, Trusts, Advanced Investment Planning, and Financial Planning Systems
Locations
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Primary
20 Charles de Gaulle Crescent
Unit 5 Equity Estate
Pretoria, Gauteng 0157, ZA
Employees at Allegiance Consulting (Pty) Ltd
Updates
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Congratulations to Nonhlanhla Nxele, CFP® We are thrilled to celebrate Nonhlanhla Nxele, CFP®, for being recognized with the 2024 "It Starts with Me" Award! Your dedication to professionalism and your outstanding contribution to the financial services industry inspire us all. At Allegiance Consulting, we're proud to support financial advisors like Nonhlanhla who use Avalon to enhance their client service and achieve excellence in their work. Here's to more remarkable achievements and continued success! #Congratulations #AvalonPowered #FinancialPlanning #CFP #FPIConvention
Our next award recognises an individual who endorses the CFP® mark, and the professionalism that accompanies the mark, embedded in everything they do. They are acknowledged for their contribution towards professionalising financial services and for their tireless efforts to promote the CFP® designation. The winner of the 2024 It Starts with me Award goes to Nonhlanhla Nxele, CFP® #FPI #FPIConvention #FPIConvention2024
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We're all set for the FPI Convention! Swing by our booth to say hello and experience a lightning-fast, 1-minute demo of Avalon’s Retirement Planning feature—because planning your future should be simple, not stressful. Curious about what else Avalon can do in just a minute? Come find out! And while you're there, enter for a chance to win a Nespresso coffee machine! Don’t miss out—see you at the convention! #Avalon #FinancialPlanning #FPI
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Happy Mandela Day! Let’s celebrate the spirit of community and the gift of giving. Before you or your bank account protests, here’s the good news - You don’t have to break the bank, or even touch the bank, to uplift your community. Here are 5 quick tips if you're not sure how to help. 1. Donate blood A quick trip to the blood bank can save lives and earn you some serious karma points. 2. Donate clothes Come on, Eileen, you wore that shirt 4 years ago. Are you really sure you still want it? Clear out your closet and make someone’s day brighter. 3. Donate books Literacy is a challenge in South Africa, and many rural schools lack sufficient reading material. Sharing a book means sharing a world of knowledge – and that's never a bad thing. 4. Donate time Websites like www.forgood.co.za can connect you to causes you care about and empower you to help in an area that speaks to your heart. (Know of any platforms or charitable organizations that need help? Drop the details in the comments) 5. Donate your smile The biggest gift you can give someone is looking up from your phone and acknowledging their existence with a genuine smile. Isn’t it wild that we’re all here, living our lives in this stunning country? Your paths just crossed on this giant planet – that’s worth celebrating with a grin! A smile can brighten someone's day and create a ripple of positivity. It takes a village. Together, we are stronger. #NelsonMandelaDay
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There are many days in a person’s life. Some days you might feel on top of the world, while other days you might want to hit the snooze button repeatedly and stay in bed until tomorrow. But there’s a surefire way to turn those tough days into better ones: helping others. There’s a unique beauty in community. This beauty lies not just in the act of giving, but in the benefits that come back to you. When you help others, you also help yourself. As we approach Mandela Day, let’s remember that helping each other isn’t just about solving problems; it’s about creating connections, building trust, and fostering a sense of belonging. When you reach out to support someone, you strengthen the fabric of your community. Every act of kindness, no matter how small, adds to the collective well-being. And hey, if the day ahead looks gloomy and you feel like hitting snooze again - be kind to yourself, and reach out to a loved one for a helping hand. (It will benefit them too!) Remember, "It is in your hands to create a better world for all who live in it". Together, we can achieve more than we ever could alone. Let’s honor Madiba’s legacy by making a difference in our communities, one kind act at a time. 🌟
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Allegiance Consulting (Pty) Ltd reposted this
Unlock the Future of Financial Advisory Services with Avalon! Discover how Avalon's feature-rich platform can streamline your financial advisory services and impress your clients. Ready to take your business to the next level? Book your demo today at Info@allegiance.co.za! #FinancialAdvisors #Avalon #FinancialPlanning
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The Importance of Having a Will Have you considered the profound impact a will can have on your loved ones? It's one of the most essential financial documents you can have. Swipe left to discover how a will can protect your family's future. #EstatePlanning #FinancialSecurity #ProtectYourLovedOnes #AllegianceConsulting #FinancialPlanning
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Start Small, Dream Big! Your journey to achieving your goals begins today. We believe in the power of setting small, actionable steps to reach your biggest dreams. Whether it's planning your retirement, setting personal milestones, or pursuing lifelong ambitions, the key to success is starting with clear, achievable goals. Goals give you direction and purpose. They help you measure progress, stay motivated, and transform dreams into reality. No matter how big or small, every goal is a stepping stone to your remarkable life. #DiscoverYourRemarableLife #financialfreedom
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Allegiance Consulting (Pty) Ltd reposted this
Discover Avalon Today! Ready to take your financial planning to the next level? Book a demo of Avalon and see how our powerful software can revolutionize your business. Email us at info@allegiance.co.za to schedule your personalized demo. Unlock the full potential of your financial advising with Avalon! #FinancialPlanning #AvalonDemo #AllegianceConsulting #FinancialAdvisors #CRM #WealthPlanning
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Ready to take control of your financial future? Swipe right to uncover three transformative books that are essential for anyone aiming to set, pursue, and achieve their financial goals. #FinancialFreedom #BookRecommendations #InvestInYourself