Colin Long

LIFE PHILOSOPHY
“The future belongs to those who prepare for it today” (Malcolm X) – Words that are central to my life and my financial planning philosophy. Planning is central to taking responsibility for not only the world around you, but also for your own thoughts and actions, by taking responsibility, you also are empowered to make the necessary changes. I believe we need to continuously stretch ourselves, to grow as individuals to achieve personal success, acting with integrity in everything we do and leaving the world a better place.
INTRODUCTION
In 1996 I was one of the youngest financial planners to join Old Mutual where my career in financial planning started. In 2004 I left Old Mutual to further my career as a professional and independent wealth manager. 2004 was also the year I co-founded Consolidated Financial Planning and continued as Advisory Partner when the business was sold to Citadel Wealth Management in 2016. In 2020 I was part of the team that bought the business back from Citadel, registering the business as Consolidated Wealth, where I currently serve as Director, Advisory Partner as well as Head of Advice.
Over the last 25 plus years of practicing, I gained professional expertise while growing my reputation in the industry. I obtained the distinguished Certified Financial Planner (CFP®) designation in 2002 and have been a three-time finalist in the prestigious Financial Planning Institute (FPi)/Personal Finance, Financial Planner of the Year competition.
In 2020 I retired as chairman of the FPi in the Kwa-Zulu Natal Region, a committee I have served on since 2002.
Currently I sit on both the Consolidated Wealth Board as well as the SPCA Board for the Durban and Coastal region.
I am passionate about financial planning and believe that listening to my clients and understanding their needs are fundamental to providing them with the best possible financial planning solutions.