Investment Consultation Pricing
Transparent hourly rates for professional investment advisory services. Choose the consultation level that matches your needs and financial complexity.
Standard Consultation
Essential investment guidance for straightforward financial situations
- Basic portfolio review
- Investment goal assessment
- Simple allocation recommendations
- Email follow-up summary
Comprehensive Advisory
Detailed analysis and strategic planning for complex portfolios
- In-depth portfolio analysis
- Risk assessment and modeling
- Tax optimization strategies
- Detailed written recommendations
- 30-day email support
Premium Strategy Session
Executive-level advisory for high-net-worth clients and complex situations
- Executive-level consultation
- Advanced wealth strategies
- Estate planning integration
- Multi-generational planning
- Quarterly review sessions
- Priority scheduling access
Pricing Details and Payment Information
Payment Terms
Consultation fees are payable in advance of scheduled sessions. We accept multiple payment methods for your convenience:
- Electronic bank transfer (EFT)
- Credit card payments
- Direct debit arrangements
VAT Information
All consultation fees are inclusive of Value Added Tax (VAT) as required by South African law.
Current VAT rate: 15% (included in quoted prices)
VAT rates are subject to change according to government regulations
Fee Transparency
Our fees are consultation-based only. We do not receive commissions from recommended investment products, ensuring unbiased advice aligned with your interests.
Consultation Refund Policy
Cancellations made 24 hours before scheduled consultations receive full refunds. Same-day cancellations may incur administrative fees.
Investment results cannot be guaranteed. Past performance does not indicate future results.
Results may vary based on market conditions and individual implementation of recommendations.
Questions About Pricing?
Contact our team to discuss consultation options and find the service level that best matches your investment advisory needs.
Contact Support