Investment Consultation Pricing
Transparent hourly rates for professional investment advice tailored to your financial situation and goals.
Essential Consultation
Perfect for new investors
- Basic portfolio review
- Investment goal setting
- Risk assessment
- Email follow-up summary
- Resource recommendations
Comprehensive Planning
For serious investors
- Detailed portfolio analysis
- Tax optimization strategies
- Investment allocation planning
- Written investment plan
- 90-day follow-up included
Premium Advisory
For high-net-worth clients
- Executive investment strategy
- Estate planning integration
- Advanced tax strategies
- Quarterly review sessions
- Direct advisor access
Important Pricing Information
All prices include 15% VAT as required by South African law
We operate on a fee-only basis with no hidden commissions
Investment advice fees are separate from any implementation costs. Results may vary based on market conditions and individual circumstances.
Frequently Asked Questions
What qualifications do your advisors have?
All our advisors are certified financial planners with extensive experience in South African markets and international investment regulations.
How soon can I expect to see results?
Results vary based on market conditions and investment strategy. We focus on long-term wealth building rather than short-term gains.
Do you provide ongoing support?
Yes, we offer various support levels depending on your consultation package, including follow-up sessions and market updates.
Are consultations conducted in person or online?
We offer both in-person consultations at our offices and secure video consultations for client convenience.
Need a customized consultation package?
Contact Our Team