DIY Investor
Hourly consultation (online)
R
2 400
(hourly, incl. VAT)
-
An online consultation with a qualified financial planner
-
Meeting recording
-
Perfect for:
-
DIY investors
-
Once-off specific questions
-
Too busy for a meeting? Ask about our email consultations
DIY Investor Plus
Hourly consultation (online) + automated advice
R
2 400 + 0.25%
(hourly, incl. VAT) (annually, excl. VAT)
-
Everything in DIY Investor
-
Automated advice using an investment platform
-
Financial planner review before implementation
-
Automated annual review and statements
-
Up to 40% Discounts on future hourly consultations
-
Perfect for:
-
DIY Investors who need a little ongoing guidance