Choose Your Financial Planning Package
Transparent pricing for professional financial planning services designed to help you achieve your investment goals and build long-term wealth.
Essential Planning
Basic financial planning for individuals starting their wealth building journey
R450
//month
Billed monthly
- Quarterly financial review sessions
- Basic investment portfolio guidance
- Email support and financial resources
- Goal setting and tracking tools
- Educational materials and market updates
Most Popular
Professional Planning
Comprehensive financial planning with personalized investment strategies
R750
//month
Billed monthly
- Monthly one-on-one advisor consultations
- Detailed portfolio analysis and optimization
- Tax optimization strategies and planning
- Retirement planning and estate considerations
- Priority support and market insights
Premium Wealth Management
Advanced wealth management for high-net-worth individuals
R1,250
//month
Billed monthly
- Weekly advisor access and unlimited consultations
- Advanced portfolio diversification strategies
- Comprehensive tax and estate planning
- Alternative investment opportunities
- Dedicated wealth management specialist
Pricing Details
Payment Methods
- • Credit and debit cards (Visa, Mastercard)
- • Bank transfers and direct debits
- • Digital payment platforms
Tax Information
All prices include VAT at 15% where applicable
Pricing applies to South African residents only
Additional Fees
- • No setup fees or hidden charges
- • Payment processing included in subscription price
- • 30-day notice required for cancellation
Prices subject to change with 30 days notice. Investment results may vary based on market conditions.
Have Questions?
Our team is here to help you choose the right financial planning package for your needs.
Contact Our Team