Financial Planning Investment Options
Choose the investment strategy service level that matches your wealth management needs and portfolio complexity. All plans include comprehensive financial planning analysis and actionable recommendations.
Essential Plan
Perfect for individuals starting their investment strategy journey with basic portfolio analysis and fundamental budgeting guidance.
VAT inclusive pricing
- Basic investment strategy assessment
- Personal budgeting framework
- Retirement planning overview
- 30-day email support
Comprehensive Plan
Complete financial planning solution with detailed portfolio analysis, advanced investment strategy, and thorough wealth management guidance.
VAT inclusive pricing
- Detailed portfolio analysis and asset allocation
- Comprehensive investment strategy development
- Advanced budgeting and cash flow planning
- Retirement planning with pension optimization
- 90-day consultation support
Premium Plan
Elite wealth management service with extensive portfolio analysis, sophisticated investment strategy, and ongoing financial planning support.
VAT inclusive pricing
- Advanced portfolio analysis with risk modeling
- Sophisticated investment strategy with tax optimization
- Comprehensive wealth management planning
- Estate planning and retirement strategy integration
- Business financial planning components
- 180-day priority consultation access
Important Pricing Information
VAT Information
All financial planning service prices include 15% VAT as required by South African tax regulations. No additional VAT charges will be applied to your investment strategy consultation fees.
Fee Structure
Our financial planning services operate on a transparent fee-only basis. We do not receive commissions from investment product recommendations, ensuring our portfolio analysis remains objective and client-focused.
Payment Options
We accept bank transfers, credit cards, and electronic fund transfers for financial planning services. Payment is required before beginning investment strategy consultations and portfolio analysis work.
Satisfaction Guarantee
If you're not satisfied with your financial planning deliverables within 14 days of completion, we offer a full refund. This guarantee reflects our confidence in our investment strategy and wealth management expertise.
Have Questions About Our Services?
Our team is ready to discuss which financial planning option suits your investment strategy needs and wealth management objectives.
Schedule ConsultationInvestment values may fluctuate and past performance does not guarantee future results. Professional financial advice should be sought for significant investment decisions.