DIY Investor
Hourly consultation (online)
R
2 270
(hourly, incl. VAT)
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An online consultation with a qualified financial planner
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Meeting recording
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Perfect for:
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DIY investors
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Once-off specific questions
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Too busy for a meeting? Ask about our email consultations
DIY Investor Plus
Hourly consultation (online) + automated advice
R
2 270 + 0.25%
(hourly, incl. VAT) (annually, excl. VAT)
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Everything in DIY Investor
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Automated advice using an investment platform
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Financial planner review before implementation
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Automated annual review and statements
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Up to 40% Discounts on future hourly consultations
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Perfect for:
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DIY Investors who need a little ongoing guidance