Investment Consulting Pricing
Professional investment advisory services with transparent pricing. Choose the consultation package that best fits your investment needs and financial goals.
Basic Consultation
Essential investment guidance for new investors
- Investment goal assessment
- Basic portfolio review
- Risk tolerance evaluation
- Email follow-up support
Comprehensive Planning
Complete investment strategy development
- Detailed portfolio analysis
- Asset allocation strategy
- Tax optimization planning
- Retirement planning guidance
- Quarterly progress reviews
Premium Advisory
Advanced investment management and ongoing support
- Executive portfolio management
- Alternative investment strategies
- Estate planning coordination
- Priority client support
- Monthly market updates
- Unlimited email consultation
Pricing Information
VAT Information
All prices include 15% VAT as required by South African law. VAT registration number available upon request.
Current VAT rate: 15%
Payment Methods
We accept bank transfers, credit cards, and electronic payments. Payment terms are 30 days from invoice date.
Credit card payments subject to 2.5% processing fee
Custom Solutions
Need specialized investment consulting services? We offer customized packages for complex financial situations and institutional clients.
Frequently Asked Questions
What does the consultation include?
Each consultation includes comprehensive investment analysis, personalized recommendations, and a detailed action plan tailored to your financial goals.
How long is each consultation session?
Standard consultation sessions are one hour. Extended sessions can be arranged based on complexity of your investment needs.
Do you offer ongoing support?
Yes, we provide follow-up support via email and phone. Premium clients receive priority support and regular portfolio reviews.
Prices subject to change. Investment advice does not guarantee returns. Past performance does not indicate future results.
Results may vary significantly based on individual circumstances, risk tolerance, investment timeframe, and market conditions.