Financial Planning Consultation Pricing
Choose the right financial plan for your investment goals and wealth-building needs
Basic Financial Plan
Essential financial planning for individuals starting their investment journey
- Basic portfolio assessment and investment recommendations
- Simple retirement planning overview
- Budget analysis and debt management advice
- 2-hour consultation session
- Advanced tax optimization strategies
- Ongoing portfolio monitoring
Comprehensive Financial Plan
Complete financial planning solution for serious wealth builders
- Detailed investment strategy with asset allocation
- Complete retirement and pension optimization
- Tax-efficient savings and investment planning
- Risk assessment and insurance recommendations
- 6 months follow-up support included
- Estate planning services
Premium Wealth Plan
Elite financial planning for high-net-worth individuals
- Advanced investment portfolio with alternative assets
- Complete estate planning and wealth transfer strategies
- Tax optimization and offshore investment advice
- Comprehensive insurance and risk management
- Monthly review sessions for 12 months
- Direct access to senior financial advisors
Pricing Details
Payment Methods
We accept bank transfers, credit cards, and direct debit payments. All prices are in South African Rand.
VAT Information
All prices include 15% VAT as required by South African tax regulations.
Our advisors are fee-based professionals and do not receive commissions from product sales.
Prices may be subject to change. Individual results may vary based on market conditions and implementation of advice.
Frequently Asked Questions
Common questions about our financial planning services
How long does a typical consultation take?
Basic consultations are 2 hours, Comprehensive plans involve 4-6 hours over multiple sessions, and Premium plans include ongoing monthly meetings for one year.
What documents should I bring to my consultation?
Please bring recent bank statements, investment account statements, insurance policies, pension fund details, and any existing financial plans or budgets.
Are your financial advisors certified?
Yes, all our advisors are certified by the Financial Planning Institute of Southern Africa (FPI) and registered with the Financial Sector Conduct Authority (FSCA).