Transparent Financial Planning Pricing
Choose the financial consultation package that matches your needs and budget. All prices include comprehensive analysis and personalized recommendations from our certified advisors.
Essential Plan
Perfect for individuals starting their financial planning journey who need basic investment guidance and budget optimization strategies.
- Basic portfolio assessment and recommendations
- Personal budget analysis and optimization
- Investment goal setting and timeline planning
- 60-minute consultation with certified advisor
Comprehensive Plan
Our most popular service combining detailed investment analysis with retirement planning and tax optimization strategies for growing wealth.
- Complete investment portfolio analysis and rebalancing
- Detailed retirement planning with projections
- Tax optimization strategies and advice
- Risk assessment and insurance recommendations
- 120-minute consultation plus follow-up session
Premium Wealth Plan
Premium service for high-net-worth individuals requiring sophisticated asset allocation, estate planning, and advanced investment strategies.
- Advanced asset allocation and diversification strategies
- Estate planning and wealth transfer strategies
- Alternative investment opportunities analysis
- Tax-efficient investment structure recommendations
- Ongoing quarterly portfolio reviews for one year
- Direct access to senior financial advisor
Pricing Details and Information
VAT Information
All prices exclude South African Value Added Tax (VAT)
Current VAT rate of 15% will be added to all consultation fees
Payment Processing
Secure payment processing with industry-standard encryption
No additional processing fees for bank transfers; 2.9% for credit card payments
Compare Financial Planning Features
| Features | Essential Plan | Comprehensive Plan | Premium Wealth Plan |
|---|---|---|---|
| Investment Analysis Depth | |||
| Retirement Planning | |||
| Tax Optimization | |||
| Follow-up Support | |||
| Advisor Access Level | Basic / Comprehensive / Advanced | Overview / Detailed / Complete | Basic / Standard / Advanced |
Important Notice
All investment advice is subject to market risks and individual circumstances. Consultation fees are non-refundable after service delivery. Results may vary based on market conditions and individual financial situations.
Individual results may vary significantly based on market conditions, investment timeline, and personal financial circumstances. No investment strategy can guarantee profits or protect against losses in declining markets.
Have Questions About Our Pricing?
Our financial planning experts are ready to help you choose the right consultation package for your specific needs and budget.
Contact Our Team