Get Started

Home - Get Started

Choose the option that fits your needs

DIY Investor

Hourly consultation (online)
R 2 270 (hourly, incl. VAT)
  • An online consultation with a qualified financial planner
  • Meeting notes
  • Perfect for:
  • DIY investors
  • Once-off specific questions
  • Too busy for a meeting? Ask about our email consultations

Wealth Management

Bespoke Investment Plan.
R5m minimum investment.
0,3% - 1% (annually, excl. VAT)
  • Detailed written investment plan and implementation
  • Review meetings and communication
  • Financial summaries and administration
  • Financial peace of mind
  • Perfect for:
  • Retired Individuals
  • High-Net-Worth Clients
  • Entrepreneurs
  • Widows and Divorcees

Investment Plan

Once-off investment plan
R 56 390 (incl. VAT)
  • Detailed written investment plan including:
  • Overall investment strategy
  • Detailed recommendations
  • Product providers with no ongoing advice fee
  • Implementation
  • Designed for you to mange yourself
  • Perfect for:
  • Those who need a plan and can stick to it through market cycles