Financial Planning Subscription
Choose the perfect plan for your investment portfolio management and wealth building journey
Basic Portfolio
Essential investment portfolio management with basic asset allocation guidance
- Monthly portfolio review and rebalancing
- Basic risk assessment and investment recommendations
- Access to financial planning tools and resources
- Email support from qualified financial advisors
- Quarterly performance reports and market analysis
Professional Plan
Comprehensive financial planning with personalized retirement planning and tax optimization
- Complete investment portfolio management and optimization
- Personalized retirement planning and pension analysis
- Tax planning strategies and estate planning guidance
- Priority phone and email support from senior advisors
- Monthly financial health reports and goal tracking
Premium Wealth
Advanced wealth management with dedicated advisor support and sophisticated strategies
- Dedicated financial advisor and personalized wealth strategy
- Advanced investment portfolio with alternative assets
- Comprehensive estate planning and trust management
- Unlimited advisor consultations and priority support
- Weekly market insights and exclusive investment opportunities
Pricing Information
All prices include VAT and are charged in South African Rand (ZAR)
No hidden fees or commission charges on investment transactions
Monthly billing with the flexibility to upgrade or cancel anytime
Compare Plans
| Features | Basic Portfolio | Professional Plan | Premium Wealth |
|---|---|---|---|
| Portfolio Management | |||
| Retirement Planning | |||
| Tax Planning | |||
| Advisor Support | |||
| Market Analysis |
Ready to Start Your Financial Journey?
Join over 991 satisfied clients who trust us with their investment portfolio management and retirement planning needs
Contact Our TeamInvestment advice disclaimer: Past performance does not guarantee future results. All investments carry risk of loss.