Financial Planning Pricing
Choose the right plan for your investment goals
Basic Planning
Essential financial guidance for getting started with investment planning
- Monthly financial review session
- Basic investment recommendations
- Email support
- Financial goal setting
- Advanced portfolio analysis
- Tax optimization strategies
Standard Planning
Comprehensive financial planning with personalized investment strategies
- Bi-weekly consultation sessions
- Detailed portfolio analysis
- Retirement planning guidance
- Risk assessment and management
- Priority email and phone support
- Estate planning services
Premium Planning
Complete wealth management with advanced strategies and dedicated support
- Weekly consultation sessions
- Advanced portfolio optimization
- Tax-efficient investment strategies
- Estate planning guidance
- Dedicated financial advisor
- 24/7 priority support
Payment Information
VAT Information
All prices include 15% VAT as required by South African law.
VAT-registered businesses may claim input tax credits where applicable.
Commission Structure
We may receive commissions from recommended financial products, which are fully disclosed in our fee schedule.
All commission arrangements are transparent and detailed in your service agreement.
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the next billing cycle.
Is there a minimum contract period?
No, all plans are month-to-month with no long-term contracts required.
What payment methods do you accept?
We accept all major credit cards, debit cards, and electronic fund transfers (EFT).
Have questions about our pricing?
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Results may vary based on market conditions and individual circumstances.