Financial Planning Packages

Choose the consultation package that best fits your financial planning needs

Basic Financial Review

R3,500 /One-time consultation

Essential financial assessment with basic recommendations for individuals starting their financial journey.

  • Financial situation analysis
  • Basic budgeting advice
  • Initial investment recommendations
  • 30-day email support
  • Detailed investment strategy
  • Tax optimization planning
Get Started
Most Popular

Comprehensive Financial Plan

R8,500 /One-time consultation

Complete financial planning package with detailed strategies and ongoing support for serious investors.

  • Complete financial analysis
  • Detailed investment strategy
  • Retirement planning roadmap
  • Tax optimization strategies
  • 90-day follow-up support
  • Ongoing portfolio management
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Premium Wealth Strategy

R17,500 /One-time consultation

Comprehensive wealth management plan for high-net-worth individuals with complex financial needs.

  • Advanced wealth strategy
  • Estate planning guidance
  • Tax minimization strategies
  • Insurance planning review
  • Investment portfolio design
  • 6-month advisory support
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Important Pricing Information

All prices include 15% VAT as required by South African law.

No hidden fees or ongoing commissions. One-time payment for complete service.

Payment required before consultation begins. Multiple payment options available.

14-day satisfaction guarantee on all consultation packages.

Need Something Different?

We offer customized financial planning solutions for unique situations and complex financial needs.

Contact Our Team

Frequently Asked Questions

What's included in a financial consultation?

Each consultation includes a comprehensive review of your financial situation, personalized recommendations, and a written plan. Results may vary based on individual circumstances and market conditions.

How long does the planning process take?

Most consultations are completed within 2-3 weeks from initial contact. Implementation timeline varies based on plan complexity and your preferences.

Do you provide ongoing investment management?

Our consultations focus on creating your financial plan. We can recommend qualified investment managers for ongoing portfolio management if needed.

Are your advisors properly licensed?

All our financial advisors are licensed by the Financial Sector Conduct Authority (FSCA) and maintain required continuing education.

Have additional questions about our financial planning services?

Contact Support