Investment Consultation Pricing
Professional financial planning services with transparent hourly rates for personalized investment guidance
Essential Consultation
Basic investment guidance for new investors
- Portfolio assessment and basic risk analysis
- Investment goal setting and strategy overview
- Market opportunity identification
- Basic diversification recommendations
- Follow-up summary and action plan
Professional Consultation
Comprehensive financial planning for serious investors
- Advanced portfolio optimization and asset allocation
- Detailed market research and investment analysis
- Tax-efficient investment strategy development
- Risk management and wealth preservation planning
- Personalized investment education and guidance
Expert Consultation
Premium advisory for high-net-worth individuals
- Executive-level portfolio construction and management
- Complex investment vehicle analysis and selection
- Multi-generational wealth building strategies
- Advanced financial security and independence planning
- Exclusive access to premium investment opportunities
Pricing Details
Payment Information
- All consultations require advance booking and payment confirmation
- Accepted payment methods include bank transfer and major credit cards
- Consultation fees are non-refundable but can be rescheduled with 24-hour notice
Tax Information
- All prices include VAT as required by South African tax regulations
- Tax receipts provided for all investment consulting services
- Corporate clients may be eligible for business expense deductions
Important Notice
Results may vary based on individual circumstances and market conditions. Past performance does not guarantee future investment returns.
Additional fees may apply for complex financial planning services or extended consultation sessions.
Frequently Asked Questions
What investment performance can I expect from your recommendations?
Investment returns vary based on market conditions and individual circumstances. We focus on risk-adjusted strategies aligned with your financial objectives rather than guaranteed returns.
How do you ensure portfolio security and wealth preservation?
Our approach emphasizes diversification, thorough risk assessment, and regular portfolio reviews to protect and grow your investments while maintaining appropriate security measures.
Do you provide investment education during consultations?
Yes, we believe informed clients make better investment decisions. Each consultation includes educational components to enhance your understanding of investment strategies and market dynamics.