Financial Planning Consultation Pricing
Choose the right financial planning package for your investment goals and portfolio complexity. All prices include comprehensive analysis and personalized recommendations.
Essential Plan
Perfect for individuals starting their investment journey or seeking basic portfolio review and guidance.
- Basic portfolio analysis and recommendations
- Investment goal setting and risk assessment
- Written financial plan summary
- Ongoing support not included
- Limited to basic asset classes
Comprehensive Plan
Ideal for established professionals seeking detailed financial planning with advanced investment strategies and tax optimization.
- Complete financial health assessment
- Advanced portfolio optimization strategies
- Tax-efficient investment recommendations
- Detailed written plan with implementation guide
- Estate planning consultation separate
Premium Strategy
Comprehensive wealth management for high-net-worth individuals requiring sophisticated strategies and ongoing advisory support.
- Complete wealth management strategy
- Alternative investment opportunities
- Estate and succession planning integration
- Tax optimization and structure recommendations
- 90-day implementation support included
Compare All Plans
| Features Comparison | Essential Plan | Comprehensive Plan | Premium Strategy |
|---|---|---|---|
| Portfolio Analysis Depth | Basic review | Comprehensive analysis | Advanced optimization |
| Investment Recommendations | Standard options | Diversified strategies | Alternative investments |
| Tax Planning Integration | |||
| Implementation Support | |||
| Ongoing Advisory Access |
Payment Information
Accepted Payment Methods
- Bank transfer (EFT)
- Credit card payments
- Debit card transactions
Tax Information
All prices include 15% VAT as required by South African tax law
No hidden fees or commission charges apply to consultation services
Prices are subject to change with 30 days notice. Results may vary based on individual circumstances and market conditions.
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