DIY Investor
Hourly consultation (online)
R
2 400
(hourly, incl. VAT)
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An online consultation with a qualified financial planner
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Meeting notes
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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
Wealth Management
Bespoke Investment Plan.R5m minimum investment.
0,3% - 1%
(annually, excl. VAT)
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Detailed written investment plan and implementation
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Review meetings and communication
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Financial summaries and administration
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Financial peace of mind
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Perfect for:
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Retired Individuals
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High-Net-Worth Clients
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Entrepreneurs
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Widows and Divorcees
Investment Plan
Once-off investment plan
R
59 800
(incl. VAT)
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Detailed written investment plan including:
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Overall investment strategy
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Detailed recommendations
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Product providers with no ongoing advice fee
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Implementation
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Designed for you to mange yourself
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Perfect for:
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Those who need a plan and can stick to it through market cycles