Choose Your Financial Planning Package
Professional investment advice and portfolio management tailored to your needs
Basic Planning
R50
/per month
Essential financial planning for individuals starting their investment journey
- Monthly portfolio review
- Basic investment recommendations
- Email support
- Access to planning tools
- Market updates
Most Popular
Professional Management
R150
/per month
Comprehensive investment management with personalized strategies
- Weekly portfolio optimization
- Personalized asset allocation
- Phone consultation
- Advanced analytics
- Tax optimization guidance
Premium Advisory
R300
/per month
Full-service wealth management with dedicated advisor support
- Daily market monitoring
- Dedicated financial advisor
- Estate planning consultation
- Priority support
- Quarterly strategy sessions
Pricing Details
Payment Methods
We accept major credit cards, bank transfers, and electronic payments
Billing Cycle
Monthly subscriptions are billed in advance on the same date each month
Tax Information
- All prices exclude 15% VAT
- No hidden fees or commissions
- Tax treatment depends on individual circumstances
Results may vary. Past performance does not guarantee future investment returns.