Investment Consultation Pricing
Transparent hourly rates for professional investment advisory services tailored to your financial goals and portfolio size.
Essential Consultation
Perfect for new investors
- Basic portfolio review
- Investment goal assessment
- Risk tolerance evaluation
- General market guidance
- Email follow-up summary
Comprehensive Advisory
For serious investors
- Detailed portfolio analysis
- Asset allocation strategy
- Tax optimization planning
- Retirement planning review
- Written recommendations
Premium Wealth Management
For high-net-worth clients
- Estate planning consultation
- Advanced tax strategies
- Alternative investment options
- Succession planning
- Quarterly progress reviews
Payment Information
VAT Inclusion
All consultation fees include 15% VAT as required by South African tax regulations.
VAT-registered clients may claim input credits where applicable.
No Hidden Fees
Our hourly consultation fees are transparent with no commission charges on recommended investments.
You pay only for the professional advice, not product sales commissions.
Frequently Asked Questions
How long is each consultation session?
Sessions typically last 60-90 minutes, with billing calculated on actual time spent providing investment consultation services.
Can I schedule multiple sessions?
Yes, many clients benefit from ongoing consultation relationships. We offer flexible scheduling to accommodate your investment planning needs.
What payment methods do you accept?
We accept bank transfers, credit cards, and electronic payments. Payment is typically due within 30 days of consultation completion.
Need a customized consultation package? Our team can develop specialized advisory services for unique investment situations.
Contact UsAll fees are subject to change with notice. Investment consultation does not guarantee specific returns. Results may vary based on market conditions and individual circumstances.