CALDERA FINANCIAL SERVICES
FINANCIAL SOLUTIONS SHAPED AROUND YOUR BUSINESS
Tailored financial solutions designed around your commercial objectives, operational environment and long-term ambitions.
01
EXPERT ADVICE
Financial guidance that supports stronger and more resilient businesses.
02
TRUSTED PARTNERS
Access to established providers and specialist expertise through our professional network.
03
TAILORED GUIDANCE
Solutions shaped around each client’s circumstances and broader business strategy.
WHO WE ARE
ESTABLISHED BY ENTREPRENEURS FOR ENTREPRENEURS
Our practical experience in medium to large mining and infrastructure operations gives us an informed understanding of the financial and operational challenges businesses face.
Caldera was established to bridge the gap between businesses and suitable financial instruments, specialist advice and trusted providers.
Our objective
To help clients move beyond short-term survival towards sustainable growth, improved capital efficiency and long-term commercial resilience.
OUR PURPOSE
VISION, MISSION AND VALUES
OUR VISION
To become a trusted financial solutions partner to entrepreneurs and established businesses operating across Africa’s mining, infrastructure and built environment sectors.
OUR MISSION
To connect our clients with tailored financial instruments, services and products that strengthen operations, improve capital efficiency and support sustainable growth.
VALUES THAT GUIDE EVERY ENGAGEMENT
CLIENT-CENTRED THINKING
Every solution begins with understanding the client’s business.
INTEGRITY
We operate responsibly, transparently and within applicable regulatory requirements.
TAILORED GUIDANCE
Recommendations are shaped by each client’s objectives and circumstances.
AGILITY
We adapt as industries, risks and business requirements evolve.
PARTNERSHIP
We collaborate with clients and trusted providers to deliver practical solutions.
SUSTAINABLE VALUE
We pursue long-term operational and financial resilience.
WHAT WE OFFER
TAILORED FINANCIAL SOLUTIONS
There is no one-size-fits-all solution. We take time to understand each client’s business, financial position and long-term objectives before recommending an appropriate solution within the scope of our representative mandate.
FINANCIAL PRODUCT ADVICE AND INTERMEDIARY SERVICES
Tailored advice on financial products and structures aligned with the client’s business strategy.
MINING REHABILITATION GUARANTEES
Specialist advice and intermediary support relating to the assessment, structuring and optimisation of suitable mining rehabilitation guarantee solutions.
GROUP EMPLOYEE BENEFITS
Advice and intermediary services relating to appropriate group-benefit solutions available through established product and service providers.
SPECIALIST REVIEW
REHABILITATION FUNDING AND GUARANTEE REVIEW
A comprehensive review of rehabilitation liabilities, existing guarantees, supporting assets and funding arrangements.
ONGOING SUPPORT
IMPLEMENTATION AND PERIODIC REVIEW
Support with implementation and ongoing review of solutions provided within Caldera’s written representative mandate.
PRODUCT CONSULTING
FINANCIAL ADVICE BUILT AROUND THE BUSINESS
Our operating environment is constantly changing. Caldera provides agile financial guidance that responds to the different stages and requirements of each business.
Our approach includes:
- Understanding the client’s financial objectives
- Reviewing existing financial products and investments
- Identifying gaps, risks and potential inefficiencies
- Evaluating available financial products
- Aligning recommendations with the broader business strategy
- Supporting implementation and ongoing review
GROUP EMPLOYEE BENEFITS
Employees are among the most important assets within any organisation. Caldera works with established group-benefit providers to help businesses identify appropriate solutions.
We assist with assessing workforce requirements, comparing available provider solutions and structuring benefits around the organisation’s objectives and financial circumstances.
MINING REHABILITATION GUARANTEES
SECURING OBLIGATIONS WHILE SUPPORTING CAPITAL EFFICIENCY
The founders of Caldera have been closely involved in medium to large mining and infrastructure operations. This experience gives us an informed understanding of the financial, technical and regulatory considerations surrounding mining rehabilitation guarantees.
01 — REVIEW THE POSITION
02 — TEST THE STRUCTURE
03 — IDENTIFY OPPORTUNITIES.
04 — SUPPORT IMPLEMENTATION
WHY CALDERA
THE CALDERA DIFFERENCE
Commercial understanding, sector experience and a disciplined regulatory framework.
01
ENTREPRENEURIAL UNDERSTANDING
Established by entrepreneurs who understand the challenges and responsibilities involved in building and growing a business.
02
SECTOR EXPERIENCE
Experience in mining, infrastructure and the built environment helps us understand the realities behind each financial requirement.
03
TAILORED SOLUTIONS
Every recommendation is structured around the client’s needs, financial position and commercial objectives.
04
TRUSTED PARTNERSHIPS
Our network provides access to established providers, specialist expertise and suitable financial products.
05
SUSTAINABLE VALUE
We pursue solutions that support capital efficiency, improved liquidity and long-term business resilience.
06
POTENTIAL OUTCOMES
Where circumstances allow, funding structures may be optimised so that capital can potentially be released for operational or strategic use.
REGULATORY INFORMATION
REGULATORY DISCLOSURE
Clear information about our legal status, principal Financial Services Provider and authorised product categories.
CONTACT US
LET’S BUILD THE RIGHT FINANCIAL SOLUTION FOR YOUR BUSINESS
Whether you are seeking to review rehabilitation guarantees, improve capital efficiency, assess financial arrangements or strengthen employee benefits Caldera is ready to begin the conversation.
Email
info@calderaim.com | accounts@calderaim.com
Landline
+27 (0) 12 054 8030
WhatsApp
+27 (0) 82 529 9486
Caldera Financial Services (Pty) Ltd, registration number 2018/228356/07, is appointed as a Juristic Representative of PDPI (Pty) Ltd, an authorised Financial Services Provider, FSP 51115.