Business owners get disconnected advice: strategic finance from one firm, technology from another, and wealth planning from a third. We built Lodestar to finally connect them.
My career across accounting, wealth management, and tech implementation revealed a critical gap. Business owners were getting disconnected advice. Traditional CFOs managed the business. Wealth advisors managed the portfolio. And technology was being implemented in a silo, often making things more complicated. These three worlds never talked.
We founded Lodestar on a simple principle: your business strategy and personal financial security are two sides of the same coin, and technology should serve both. As a firm led by a Chartered Accountant and licensed Financial Services Provider, we have the integrated expertise to finally connect them.
Our team is uniquely qualified to navigate your complete financial landscape.
Chartered Accountant (CA(SA))
15+ years of strategic financial leadership, guiding businesses through complex financial landscapes.
Licensed Financial Services Providers
Personal wealth expertise gained from years at Sanlam, ensuring your personal and business finances align.
Certified Technology Partner
Proficient in SmartSuite, VENA, and Workiva implementation, optimizing your financial operations with cutting-edge tech.
Our Trinity Charting Framework™
Like the North Star (a lodestar) guided explorers, our framework provides constant direction. We systematically guide your business by charting your financial history (Past), optimising your current operations (Present), and planning your strategic course (Future). It's the methodology that ensures we see the whole picture.
Most CFOs stop at strategic planning. We integrate the essential technology implementation and wealth protection that your business and your future depend on
Professional CFO consultancy combining CA(SA) expertise, enterprise technology partnerships and licensed financial services for comprehensive business guidance.