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Financial Advisory

The ever changing requirements in the financial sector require ability to manage effectively the complex financial situations.Citadel prides in the delivery of advisory services in the following key areas;

Taxation

We offer various tax consultancy services. These are Taxation research, Tax Administration, Tax preparation and  filing of returns on behalf of our clients.

Cost Savings

With a deep  dive in our clients operations  set up, we are able to advise on lean processes that ultimately results in reduced costs and improved cost income ratio.

Audit assurance

We provide statutory audit, Project Audit, Retirement Benefit Audits, Business Transaction Audit, Cooperative Societies Audit and Audit for NGO’s

Personal Finance & Investment

We also provide personal financial plan to individual, corporate staff,  NGO’s and church based organizations in the areas of Financial coaching and therapy

 

  • Financial Coaching : is a process of supporting clients as they work towards their self-defined financial goals and asset building process from an integrative perspective. We provide a transformative learning taking our clients through a journey of self-reflection and insights their own financial issues and develop  a work alliance between our coaches and the client.
  • Financial Therapy – This is therapeutic integration of cognitive emotional behavior, relational and economic aspects that promote financial health. We help clients understand the internal ( Concious and unconscious ) feelings about money, help families to overcome financial challenges through effective communication of financial goals.

Other services include;

  • Business Plan Consultancy
  • Market research,
  • Financial Risk Management
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