Our services

Practical advisory and training solutions for organisations across sectors and teams at every level.

Finance, risk and compliance are connected. We help organisations understand what matters, strengthen the systems around it, and build the capability to act with confidence.

RiskSee clearly

ComplianceOperate responsibly

FinanceDecide better

CapabilityMake it sustainable

Finance

We promote financial wellness and strengthen business financial capability through targeted training and advisory services for individuals and businesses.

Advisory services

What it covers

Design and deliver financial wellness programmes that improve employee financial confidence and reduce workplace financial stress.

Focus areas

Financial wellness
Budgeting
Debt management

What it covers

Support individuals and organisations in managing financial obligations and building sustainable financial habits.

Focus areas

Debt management
Cash flow
Financial planning

What it covers

Help employees understand retirement options and plan effectively for their post-employment financial needs.

Focus areas

Retirement planning
Fund options
Long-term planning

What it covers

Guide employees and organisations through retrenchment processes with practical financial planning support.

Focus areas

Retrenchment
Financial transition
Counselling

What it covers

Help businesses understand and manage cash flow to maintain operational stability and support growth.

Focus areas

Cash flow
Working capital
Business finance

What it covers

Strengthen financial management practices for business owners and managers who need to lead with financial confidence.

Focus areas

Financial management
Business planning
Decision-making

Training

Programme 1

Organisational Budgeting CourseRead moreRead less

Equips financial and non-financial managers with the tools, concepts, and practical Excel techniques needed to plan, control, model, and review budgets effectively to ensure continued business profitability and success.

Budgeting principles and process
Operating, cash, and capital budgeting
Financial modelling & variance analysis in Excel

Programme 2

Finance for Non-Finance ManagersRead moreRead less

Demystifies financial concepts and statements, empowering non-financial managers and decision-makers to analyze financial data, manage working capital, and make informed strategic decisions.

Financial statement analysis (Income, Balance Sheet, Cash Flow)
Working capital, CAPEX, and OPEX management
Budgeting cycles and audit-ready reporting

Programme 3

Financial Fitness CourseRead moreRead less

A holistic personal finance program that helps individuals transform their money mindset, build sustainable money management habits, reduce debt, and plan for long-term financial security.

Money mindset and financial health
Budgeting, savings, and debt management
Investments, insurance, and estate planning

Programme 4

Retirement Planning CourseRead moreRead less

Addresses both the emotional and financial aspects of transitioning into retirement, guiding participants to build personalized plans, understand pension benefits, and secure financial independence.

Mindset and emotional readiness for retirement
Pension fund structures and benefit options
Personalised financial and lifestyle planning

Risk Management

We help organisations build practical, integrated risk management frameworks that protect and achieve their strategic objectives.

Advisory services

What it covers

Develop and review risk policies that translate regulatory expectations into clear organisational practice.

Focus areas

Policy architecture
Regulatory alignment
Implementation

What it covers

Build practical risk registers that document, prioritise and track organisational risks effectively.

Focus areas

Risk identification
Risk scoring
Register design

What it covers

Design practical structures that clarify risk ownership, escalation and monitoring across the organisation.

Focus areas

Framework design
Risk ownership
Reporting

What it covers

Strengthen fraud awareness and controls to reduce exposure to internal and external fraud.

Focus areas

Fraud awareness
Control design
Prevention

What it covers

Assess current ESG practices against regulatory and investor expectations and identify priority improvement areas.

Focus areas

ESG assessment
Gap identification
Roadmap

What it covers

Identify material ESG issues for your organisation and develop a practical strategic response.

Focus areas

Materiality
ESG strategy
Stakeholder alignment

Training

Programme 1

Mastering ESG CourseRead moreRead less

Provides a practical guide to integrating Environmental, Social, and Governance (ESG) principles into corporate strategy, managing ESG risks, and meeting global sustainability reporting standards.

Environmental, Social, and Governance pillars
ESG risk assessment and strategic integration
Reporting, disclosure frameworks, and sustainability metrics

Programme 2

Risk Management CourseRead moreRead less

Provides a structured approach based on ISO 31000 standards to help professionals identify, analyze, mitigate, and monitor organizational risks across various operational environments.

ISO 31000 risk management principles and policies
Risk identification, evaluation, and treatment
Monitoring, control effectiveness, and risk reporting

Compliance

We support organisations in understanding and meeting their legal and regulatory obligations while strengthening ethical conduct and accountability.

Advisory services

What it covers

Develop and review policies that translate regulatory expectations into clear organisational practice.

Focus areas

Policy architecture
Regulatory alignment
Implementation

What it covers

Create practical monitoring structures that show whether obligations are being met consistently.

Focus areas

Monitoring structures
Evidence
Reporting

What it covers

Assess compliance exposure, prioritise gaps and identify practical corrective actions.

Focus areas

Compliance exposure
Control gaps
Corrective action

What it covers

Review data protection practices and identify where controls, processes or accountability can be strengthened.

Focus areas

Data protection
Controls
Accountability

What it covers

Turn compliance requirements into procedures that people can actually follow in everyday work.

Focus areas

Procedure design
Implementation
Staff usability

What it covers

Practical support for compliance and data protection roles, responsibilities and ongoing implementation.

Focus areas

Role support
DPO support
Implementation

Training

Programme 1

AML/CFTRead moreRead less

Recognise financial crime risks and reporting duties.

Ready to build stronger controls and lasting impact?

Talk to Lima Our Services