Professional Financial Planning Services
Choose the consultation package that best fits your financial planning needs
Basic Financial Review
Essential financial assessment and recommendations
Perfect for getting started with financial planning
- Comprehensive budget analysis and optimization
- Basic investment strategy recommendations
- Debt restructuring assessment
- Emergency fund planning guidance
- 2-hour consultation session
Comprehensive Financial Plan
Detailed financial strategy with ongoing support
Ideal for serious wealth building and retirement planning
- Everything in Basic Review plus advanced portfolio management
- Tax planning optimization strategies
- Asset allocation and diversification recommendations
- Risk assessment and insurance planning review
- 4-hour consultation with detailed written plan
Premium Wealth Strategy
Complete wealth management and estate planning
For high net worth individuals seeking comprehensive planning
- Everything in Comprehensive Plan plus estate planning guidance
- Advanced market analysis and investment research
- Capital preservation and wealth building strategies
- Financial audit and goal setting optimization
- 6-hour consultation with ongoing support recommendations
Payment Information
VAT and Pricing
All prices are inclusive of 15% VAT as required by South African Revenue Service regulations.
VAT registration number: Available upon request
Accepted Payment Methods
We accept bank transfers, credit cards, and secure online payments through our authorized payment processors.
A small processing fee may apply for credit card payments
Frequently Asked Questions
How long does a consultation take?
Consultation duration varies by package: Basic Review (2 hours), Comprehensive Plan (4 hours), Premium Strategy (6 hours). All sessions can be split across multiple meetings if preferred.
What documents do I need to bring?
Please bring recent bank statements, investment account summaries, debt statements, insurance policies, and any existing financial plans. A detailed checklist will be provided upon booking.
Can I implement the plan myself?
Absolutely. Our plans are designed to be actionable with clear implementation steps. We provide detailed guidance so you can execute the recommendations independently, though ongoing support options are available.
Ready to Transform Your Financial Future?
Take the first step toward financial freedom with professional guidance
Schedule ConsultationResults may vary based on individual circumstances and market conditions. All recommendations should be considered alongside your personal financial situation and risk tolerance.
Results may vary based on individual circumstances and commitment to implementing recommended strategies.