PRICING

Financial Planning is the cornerstone of a great financial strategy.
That is why we will help you build a financial plan that aligns your money with your life.

Our fee consists of an initial advice fee to help us construct your plan as well as an ongoing advice fee should you require an ongoing relationship. Most of our clients rely on us for continuous guidance and advice.

Ongoing Advice Fee (ex VAT)
1% per annum on the First R5m
0.75% per annum on the Next R5m
0.5% per annum on amounts above R10m

This fee is calculated on the value of the investment portfolio under our advice.

The fee is calculated, deducted and paid over by the administrator on your behalf.
We offer a discounted fee on large account balances above R20m.