Financial Planning Consultation Pricing
Choose the investment consultation package that matches your financial planning needs and wealth management goals. All prices include comprehensive analysis and personalized recommendations.
Essential Financial Review
Perfect for individuals starting their investment journey and seeking basic financial planning guidance
- Basic portfolio assessment and investment strategy review
- Asset allocation recommendations for your risk tolerance
- Budget analysis and financial discipline coaching
- Market analysis overview and economic forecast insights
- 30-day follow-up support for implementation questions
Comprehensive Wealth Strategy
Ideal for established professionals seeking advanced portfolio management and investment performance optimization
- Detailed portfolio management and sector rotation strategies
- Capital preservation and wealth management planning
- Tax optimization and retirement planning analysis
- Financial independence roadmap with dollar-cost averaging
- Quarterly review sessions and ongoing support
Executive Financial Mastery
Comprehensive solution for high-net-worth individuals requiring sophisticated financial strategies and estate planning
- Advanced value investing and bond market strategies
- Estate planning and liquidity management solutions
- Inflation hedging and compound interest optimization
- Emergency fund planning and debt management strategies
- Comprehensive financial literacy education program
- Unlimited consultation access for 12 months
Important Pricing Information
All consultation fees are transparently priced with no hidden costs. Your investment in professional financial planning provides long-term value through improved investment performance and strategic wealth building.
- All prices include 15% VAT as required by South African law
- No commission-based products - fee-only consultation structure
- All pricing in South African Rand (ZAR)
Plan Comparison
| Features | Essential Financial Review | Comprehensive Wealth Strategy | Executive Financial Mastery |
|---|---|---|---|
| Investment Strategy Development | |||
| Portfolio Diversification Analysis | |||
| Risk Management Planning | |||
| Financial Goal Setting | |||
| Ongoing Support Period |
Frequently Asked Questions
What's included in the financial planning consultation?
Each consultation includes comprehensive analysis of your current financial situation, personalized investment recommendations, risk assessment, and a detailed action plan for achieving your financial goals. Results may vary based on individual circumstances and market conditions.
How long does a typical consultation take?
Consultation duration varies by package selected. Essential reviews typically take 2-3 hours, while comprehensive plans may require 4-6 hours across multiple sessions to ensure thorough analysis and planning.
Do you guarantee investment returns?
We provide strategic guidance and proven methodologies, but cannot guarantee specific returns. Past performance does not guarantee future results. All investments carry inherent risks, and market conditions can significantly impact outcomes.
Ready to Transform Your Financial Future?
Take action now and secure your personalized financial consultation. Limited availability for new clients this month.
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