Financial Consultation Pricing
Choose the consultation package that fits your financial planning needs
Basic Plan
Essential financial planning for individuals starting their investment journey
- 2-hour consultation session
- Basic portfolio review
- Investment goal setting
- Risk assessment
- Written summary report
Standard Plan
Complete financial planning with detailed analysis and ongoing support
- 4-hour consultation session
- Full portfolio analysis
- Tax optimization strategies
- Retirement planning guidance
- Detailed financial plan document
Premium Plan
Comprehensive wealth management consultation for high-net-worth individuals
- 8-hour consultation series
- Complete wealth audit
- Estate planning strategies
- Business financial integration
- Ongoing quarterly reviews
- Priority support access
Payment Information
Accepted Payment Methods
- Bank transfer (EFT)
- Credit/Debit cards
- Cash (in-person consultations)
Tax and Fees
All prices include 15% VAT as required by South African law
No hidden fees or commission charges
Pricing Questions
What does your financial planning consultation include?
Our comprehensive consultation covers market trends analysis, dollar-cost averaging strategies, economic indicators assessment, and personalized investment recommendations. We analyze your current financial situation and provide detailed guidance on portfolio optimization and wealth building strategies.
How do you ensure financial security in volatile markets?
We focus on diversification principles, inflation hedging techniques, and credit management strategies. Our approach includes compound interest optimization and careful evaluation of economic indicators to protect your investments during market uncertainties while maintaining growth potential.
What makes your investment advisory different?
With 13 years of experience serving 2960+ clients across 97 projects, we combine proven market analysis expertise with personalized attention. Our systematic approach to financial planning ensures each client receives strategies tailored to their specific goals and risk tolerance.
Ready to Start Your Financial Journey?
Schedule your consultation today and take the first step toward financial success
Book ConsultationResults may vary based on individual circumstances and market conditions
Past performance does not guarantee future results