Professional Financial Planning Services
Choose the consultation package that matches your financial planning needs and investment goals.
Basic Financial Review
Essential financial analysis for straightforward investment situations
R3,500
One-time consultation
- Portfolio performance analysis
- Basic risk assessment
- Investment recommendations report
- 30-day email support
Most Popular
Comprehensive Financial Plan
Detailed financial strategy for complex investment portfolios
R8,500
Complete planning package
- Full financial situation analysis
- Custom investment strategy
- Tax optimization recommendations
- Retirement planning guidance
- 90-day follow-up support
Premium Wealth Strategy
Elite-level planning for high-net-worth individuals
R15,000
Premium consultation suite
- Advanced portfolio optimization
- Estate planning integration
- Business succession planning
- Quarterly strategy reviews
- Priority client support
- Access to exclusive investments
Payment Information
Accepted Payment Methods
- Bank transfer (EFT)
- Credit/Debit cards
- Secure online payment
Tax Information
15% VAT applies
All prices include applicable VAT as required by South African tax regulations
Important Information
We operate on a fee-only basis with no hidden commissions
Past performance does not guarantee future results. Results may vary based on individual circumstances.
Need a Custom Solution?
We create tailored financial plans for unique situations and specialized requirements.
Contact us for custom pricing