Goalfix Financial Modellers

What Goalfix Financial Modellers does

Goalfix Financial Modellers is a South Africa-based financial modelling consultancy established in 1998 that delivers three core professional services: custom financial model building, instructor-led financial modelling training and certification, and data analytics consulting and courses. The firm serves enterprise clients primarily in banking, mining, capital markets, and professional services across Africa, with named customers including Absa, Standard Bank, Deloitte, Exxaro, FNB Africa, Tsogo Sun, Africa Merchant Capital, and Brookwood Capital Corporation. Its delivery model is built on spreadsheet-based financial modelling methodologies compliant with international standards, augmented by a CPD-accredited certification program and 'coming soon' Online Model Builder tool intended to migrate some of the bespoke workflow into a self-service web product.

The business operates a sales-led, consultative GTM offering free model evaluations and free consultations as lead-generation entry points, supported by content marketing through a media hub, Facebook, YouTube, and email. Revenue is generated entirely through professional services engagements — bespoke model development, training programs, and data analytics work — with no disclosed pricing or recurring productized revenue. The company is privately held, founder-led, and has no disclosed funding, M&A, or institutional investors. Marketing channels, a 3000+ delegate alumni base, and a 25+ year training track record provide distribution leverage, but the firm remains a small, specialized consultancy rather than a scaled platform.

Name

Goalfix Financial Modellers

Legal name

Goalfix Financial Modellers

Website

https://goalfixglobal.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

Goalfix Financial Modellers is a South Africa-based financial modelling consultancy founded in 1998 that provides custom financial model building, training and certification, and data analytics services to enterprise clients in banking, mining, and professional services across Africa.

Ownership category

akta.pro rank

Product category

Financial Modelling Consulting

NAICS

Portfolio Management and Investment Advice (523940), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Financial modelling services
• Financial forecasting consulting
• Modelling training courses
• Data analytics consulting
• Corporate finance modelling

Headquarters

HQ city

South Africa

HQ country

South Africa

HQ region

Africa

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Financial Model Building Services: Custom financial model development services for corporate clients requiring bespoke financial forecasting and strategic analysis tools
2. Training & Courses: Instructor-led financial modelling and data analytics training programs, including masterclasses and certification programs
3. Data Analytics Services: Data analytics consulting and solutions for business intelligence and financial analysis

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Goalfix Financial Modellers is a specialized consultancy that builds bespoke, scalable financial models for corporate clients and delivers instructor-led financial modelling and data analytics training programs. The firm combines model-building services, masterclasses, and a CPD-accredited certification program with data analytics solutions and dashboards to support strategic financial decision-making.

Product overview

Goalfix Financial Modellers offers a comprehensive suite of financial modelling solutions organized into three core pillars: (1) Model Building Services for custom financial model development, (2) Training & Courses including the Financial Modelling Certification Program, and (3) Data Analytics Services and Courses. The portfolio also includes complementary tools such as a Free Model Evaluation service and a Course Selector. An Online Model Builder is currently under development. The services are designed for businesses and professionals seeking financial forecasting, strategic decision-making capabilities, and skill development.

Differentiator

Problem solved

Functional benefit

Products and services

• Model Building Services Professional custom financial model development services that deliver smart, effective financial models with precision, scalability, and adaptability for smarter financial forecasting and strategic decision-making. Designed for corporate finance teams and large enterprises.
• Training & Courses Expert-led, in-depth hands-on training programs that develop and refine essential financial modelling skills for professionals. Includes masterclasses delivered around the world.
• Financial Modelling Certification Program A certification program that validates financial modelling competencies, awarded CPD (Continuing Professional Development) status so delegates can earn CPD points by attending Goalfix training.
• Data Analytics Services Data analytics consulting and solutions that transform the way businesses approach financial analysis through powerful custom dashboards and analytics.
• Data Analytics Courses Training courses focused on data analytics skills and techniques for finance and business professionals.

Quantifiable outcome

• 3000+ professionals trained
• +1 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• The Marquee Group: Financial modelling training and consultancy working with banks, private equity, and corporates. Directly comparable in instructor-led masterclasses plus bespoke engagement model, though North America-focused.
• Corporate Finance Institute (CFI): Global online financial modelling, valuation, and FP&A certification provider. Compares to Goalfix on the training, certification, and methodology content side, though CFI is primarily a self-paced online platform while Goalfix pairs training with bespoke model-building services.
• Wall Street Prep: US-headquartered financial modelling training and certification provider serving investment banks, corporates, and universities. Closely comparable to Goalfix in combining instructor-led financial modelling training with corporate/enterprise delivery, though operating at larger global scale.
• Gridlines: UK-based specialist financial modelling consultancy delivering bespoke model build, review, and training to corporates and banks. Strongest direct overlap with Goalfix's model-building-plus-training dual proposition.
• F1F9: Boutique financial modelling consultancy known for complex, large-scale spreadsheet modelling and training. Highly comparable to Goalfix on methodology depth, model-quality focus, and corporate-finance client base.

Broad incumbents

• BDO Global: International accounting and advisory network offering corporate finance advisory, transaction support, and modelling through member firms. Overlaps with Goalfix's enterprise model-building and training scope, but as one capability inside a broader professional services portfolio.
• Mazars: Global audit, tax, and advisory firm whose consulting practice includes financial advisory and modelling services. Comparable to Goalfix as an enterprise financial-services provider with model-building capability, though serving a much broader advisory mandate and not a financial modelling specialist.
• PwC Advisory: Big Four advisory practice delivering financial modelling, deal modelling, and finance transformation to large enterprises. Comparable to Goalfix on enterprise financial-modelling services for major corporates and banks, though within a much wider consulting offering.

Emerging players

• AMT Training: Specialist financial modelling training firm offering short courses and masterclasses across multiple geographies. Overlaps with Goalfix on training product and certification-style positioning, smaller scale and geographic scope.
• Breaking Into Wall Street: Financial modelling and valuation training provider targeting professionals and corporate clients. Comparable to Goalfix's training curriculum, primarily online/self-paced versus Goalfix's instructor-led model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@Goalfix-financial-modelling
• Facebookfacebook.com/GoalfixZA

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Goalfix Financial Modellers