Financial Planning Subscription Plans
Choose the plan that best fits your investment goals and financial planning needs. All plans include personalized service and ongoing support.
Starter Plan
Perfect for new investors
- Monthly portfolio review
- Basic investment strategy
- Email support
- Quarterly planning calls
- Educational resources
- Risk assessment tools
Professional Plan
Comprehensive planning service
- Weekly portfolio monitoring
- Advanced investment strategies
- Priority phone support
- Monthly planning sessions
- Tax optimization guidance
- Retirement planning tools
Premium Plan
Complete wealth management
- Daily portfolio tracking
- Personalized wealth strategies
- Dedicated advisor access
- Weekly planning consultations
- Estate planning guidance
- Investment performance reports
Pricing Information
VAT Information
All prices include 15% VAT as required by South African tax regulations. VAT invoices are provided for all subscriptions.
Payment Methods
We accept major credit cards, debit cards, and electronic fund transfers. All payments are processed securely through encrypted payment systems.
Commission Structure
Our advisors may receive commissions from recommended investment products. All potential conflicts of interest are disclosed transparently to ensure your interests remain our priority.
Pricing Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect on your next billing cycle.
Are there any setup fees?
No, there are no setup fees or hidden charges. You only pay the monthly subscription fee for your chosen plan.
What happens if I cancel?
You can cancel anytime. Your subscription remains active until the end of your current billing period. No cancellation fees apply.
Need a custom solution? We offer tailored financial planning services for high-net-worth individuals and business owners.
Contact SalesResults may vary. Past performance does not guarantee future results. All investments carry risk of loss.
All subscriptions subject to terms and conditions. Prices may change with 30 days notice.