Financial Planning Consultation Packages
Choose the comprehensive financial planning service that matches your investment goals and portfolio complexity. All plans include expert guidance tailored to South African market conditions.
Essential Planning
Fundamental financial planning consultation covering basic investment strategy and portfolio review
Perfect for getting started with professional financial guidance
- Basic portfolio analysis and risk assessment
- Essential budgeting and cash flow review
- General investment strategy recommendations
- 90-minute consultation session with follow-up summary
- Advanced tax optimization strategies
- Detailed retirement planning analysis
Comprehensive Strategy
Complete financial planning with detailed investment analysis and strategic recommendations
Ideal for serious investors seeking thorough financial planning
- Complete portfolio optimization and asset allocation
- Detailed retirement planning and pension analysis
- Tax-efficient investment strategy development
- Risk management and diversification planning
- 3-hour consultation with detailed written plan
- Ongoing portfolio monitoring services
Premium Wealth Management
Comprehensive wealth management consultation with advanced strategies and ongoing support
For high-net-worth individuals requiring sophisticated planning
- Advanced portfolio management and optimization
- Comprehensive tax planning and estate considerations
- International investment opportunities analysis
- Business succession and wealth transfer planning
- Multiple consultation sessions with ongoing support
- Priority access to market updates and strategy adjustments
Important Pricing Information
Payment Information
- All consultation fees are payable in South African Rand prior to service delivery
- Secure payment options include bank transfer, credit card, and electronic funds transfer
- Payment confirmation is required before consultation scheduling can be completed
Tax and Additional Costs
- All prices exclude applicable VAT at the standard South African rate
- No hidden fees or additional charges beyond the stated consultation prices
- Detailed invoice provided for all financial planning services rendered
Ready to Transform Your Financial Future?
Take the first step toward comprehensive financial security with our expert planning services. Our experienced advisors are ready to help you achieve your investment goals.
Schedule Your ConsultationPrices subject to change. Investment results may vary. Past performance does not guarantee future results. Consult our terms and conditions for complete service details.