Investment Consulting Pricing Plans
Professional financial planning services with transparent hourly rates tailored to your investment needs
Essential Planning
Basic investment consulting for portfolio review and financial planning guidance
- Portfolio diversification review
- Basic financial planning assessment
- Investment goal discussion
- Email follow-up summary
Comprehensive Analysis
Detailed wealth management consulting with strategic recommendations
- Complete portfolio analysis
- Retirement planning strategy
- Tax efficiency optimization
- Risk assessment report
- Detailed action plan
Premium Strategy
Advanced investment consulting with comprehensive wealth management planning
- Advanced market analysis
- Complex portfolio restructuring
- Multi-generational planning
- Capital growth optimization
- Ongoing strategy monitoring
- Priority support access
Pricing Information
VAT Inclusion
All consultation fees include Value Added Tax at current South African rates
VAT calculated at 15% on all investment consulting services
Payment Options
We accept bank transfers, credit cards, and electronic funds transfer for consultation fees
Credit card payments incur a 2.5% processing fee
Ready to Start Your Investment Journey?
Choose the consultation level that matches your financial planning needs and schedule your session today
Schedule ConsultationConsultation fees are determined based on complexity and time requirements. Actual costs may vary depending on specific client needs and market analysis depth required.