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ABOUT US

I have the knowledge and experience to meet and exceed your expectations, and offer a variety of services customized to fit your specific needs. Learn more about the improvements I can help you achieve, and contact me today.

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Patrick Schwartz

I have 38 years experience the banking insdustry and started this journey in 1981 after my studies and other committments. Generaly folk refer to my era, as the old bankers, which i am sort of now in years but the industry then required that if you wanted a career in banking you needed to work you way through the various departments within the bank, head them up at branch level. Eventualy achieving branch manager status and the sky was the limit. We were mandated to lend money according to guidlines set out for us but we had latitude to use our gut feeling and instincts as well. It was known that we worked hard not so smart as the technology of today was not available. A great era of banking and we were able to travel the road (bumps and level ground)) with our customers.

The experience and learnings I gained stand me in good stead now to provide a service to my clients and prospects that is unquestionably superior.

The core focus of my service offering is as follows: 

1) Adding value to your business by analysing the key financial ratios.

The aim of this is determine if they are within the industry norms or not. Measuring performance on projections/expecations on a regular basis is crucial so that the business owners can be proactive and not reactive if corrections need to be made. These could include margins, sales focus, purchasing, internal theft and many more.

 

2) Commercial/Industrial property funding

My business approaches the various commercial banks as well as other institutions OBO the client/prospect with the funding request and supporting documention.

This is always a win win for the customer, the business has brokerage appointments from some of the major commercial banks as well.

3) Residential Mortgage Bonds

I have partnered with an origination business known as Bondexcel Cape (Thea Van Schalkwyk) and collectively we have in excess of 60 years experience in the industry.

In retrospect they were wonderful years and it was like a family business then. With restructures/technology advancements, mergers and legislations such as FAIS, FICA and so many more, banking and the corporate environment changed over time and the banking family became fragmented.

Since, 2018 my clients have benefited from my professional consulting services. As a leading Business Consultant based in George (Garden Route), I’ve guided clients through important decisions and changes. I’ve managed to transform the lives of my clients through a number of services catered to suit their specific needs.

My business is built on honesty, integrity, confidentiality and last but not least SERVICE.

For All Financial Needs

For All Financial Needs

We are one stop solution

For All Financial Needs

For All Financial Needs

We are one stop solution

For All Financial Needs

For All Financial Needs

We are one stop solution

For All Financial Needs

For All Financial Needs

We are one stop solution

For All Financial Needs

For All Financial Needs

We are one stop solution

THE LEAN AND MEAN TEAM

From making strategic decisions to developing your capabilities, I’m here to help. Using my expertise and deep understanding of the industry, you’ll receive real solutions and experience true results. Get in touch to book a meeting.

From tackling personal decisions to reaching important milestones, my job is to guide you on the path of success. I’m fuelled by my commitment to excellence and go the extra mile to make sure clients are fully satisfied with my work. As a professional Financial Consultant, I believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. Contact me today for an initial consultation and find out more about how I can tailor my services to your needs. I am a results-oriented Financial Consultant and aim to help my clients achieve all their goals. I have years of experience in the industry and have worked every step of the way. Look at my academic and professional milestones.

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SERVICES

Do you have a goal you’re trying to achieve but don’t know where to begin? Let me guide you. Take a look at the list of my services below, and contact me if you have any questions or special requests.

PROJECTS

I have worked with many clients on a variety of projects throughout my career. In every project, I carefully guided my clients to overcome their challenges and build effective, long-lasting strategies. Check out my work below to find out more.

CLIENTS

I’m committed to all of my clients by providing professional consulting services tailored to their needs. I believe in forming strong partnerships and am proud of my growing client portfolio. Take a look at the list below to learn more about my clientele.

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