Echelon Consulting Group

We are an awesome company with a 10 year history that has produced outstanding results in total financial planning!

We help our clients make sense of insurance planning. Helping them to maneuver through the maze of products available to find what suits their situation best at the moment.

Assist clients to have a balanced portfolio approach to accumulation and investments by utilizing an array of solutions comprising of deferred annuities, mutual funds and disciplined savings plans.

Guide clients to distribute their lifetime savings through an educated discussion on wills/wasiats and trusts. Thereby leaving a meaningful legacy.

Achieving all these through meaningful conversations with our clients.

We are a great place to work because we always put our customers first. We are first and foremost customer centric. We act and think in our customers best financial interest.

We believe that by satisfying our customers first, we build a lasting legacy in our work!

We help you by providing step by step guidance, joint field work and practical on the ground training from sales, management and building a business that could be passed down to your family.

At the same time we have great fun travelling the world together and building friendships that lasts beyond our working life!