Financial Planning Investment Packages
Choose the financial planning service that best fits your investment goals and budget requirements. All plans include comprehensive analysis and personalized strategies.
Essential Financial Plan
Perfect for individuals starting their financial planning journey who need basic investment guidance and budget optimization strategies.
- Personal financial assessment and goal setting
- Basic investment portfolio recommendations
- Budgeting and cash flow analysis
- Written financial plan summary
Comprehensive Wealth Plan
Our most popular option for serious investors seeking detailed financial strategies and ongoing support for wealth building.
- Complete financial situation analysis
- Advanced investment portfolio design
- Retirement planning and tax optimization
- Risk management and insurance review
- 90-day follow-up consultation included
Premium Investment Strategy
Comprehensive financial planning for high-net-worth individuals requiring sophisticated investment strategies and estate planning.
- Executive-level financial analysis
- Sophisticated investment portfolio construction
- Advanced tax planning and estate strategies
- Business succession and wealth transfer planning
- Quarterly review sessions for one year
- Priority access to market insights and updates
Pricing Details
All prices include 15% VAT as required by South African tax regulations.
No hidden fees or ongoing commissions. You pay only the stated consultation fee.
Payment is due upon service agreement signing. We accept bank transfers and major credit cards.
Need a Custom Solution?
For complex financial situations or specialized requirements, we offer custom financial planning packages tailored to your specific needs.
Discuss Custom OptionsInvestment returns are not guaranteed. All financial planning services are subject to market risks and individual circumstances. Results may vary.