Financial Planning Consultation Packages
Choose the consultation level that matches your financial planning needs and investment goals. All packages include certified advisor expertise and personalized recommendations.
Essential Planning
Perfect for getting started
R1,500
One-time consultation
- Basic financial assessment
- Investment goal setting
- Simple asset allocation advice
- Written recommendations
- 30-day email support
Most Popular
Comprehensive Strategy
Complete financial analysis
R4,000
Detailed consultation
- Full portfolio review
- Risk tolerance analysis
- Retirement planning guidance
- Tax optimization strategies
- 90-day follow-up support
Premium Wealth Management
Advanced strategic planning
R7,500
Comprehensive package
- Complete wealth analysis
- Estate planning consultation
- Advanced investment strategies
- Quarterly progress reviews
- Priority ongoing support
Pricing Information
All prices include VAT and are quoted in South African Rand
No hidden fees or ongoing commission charges
Secure payment via bank transfer or card
Service Guarantee
Complete satisfaction with professional consultation quality
Questions about pricing? Contact us for detailsConsultation fees do not include implementation costs
Results may vary based on individual circumstances and market conditions