Investment Consultation Pricing
Professional advisory services with transparent hourly rates and comprehensive investment analysis.
Basic Portfolio Review
Essential investment analysis for individual investors
per hour
- Current portfolio assessment
- Basic risk analysis
- Investment recommendations
- Written summary report
- Email follow-up support
Professional Strategy
Comprehensive investment planning and optimization
per hour
- Detailed portfolio analysis
- Advanced risk modeling
- Tax optimization strategies
- Quarterly review meetings
- Phone consultation access
Premium Wealth Management
Elite service for high-net-worth individuals
per hour
- Comprehensive wealth analysis
- Estate planning integration
- International diversification
- Monthly strategy updates
- Priority advisor access
Payment Information
VAT Included All prices include 15% VAT as required by South African tax law
No Hidden Fees Transparent hourly billing with no commission charges or product sales pressure
Payment Methods Bank transfer, credit card, or electronic payment systems accepted
Service Comparison
| Features | Basic Portfolio Review | Professional Strategy | Premium Wealth Management |
|---|---|---|---|
| Portfolio Analysis Depth | |||
| Risk Assessment Level | |||
| Ongoing Support | |||
| Meeting Frequency | |||
| Advisor Access | Basic | Comprehensive | Premium |
Custom Solutions
Need specialized institutional or family office services? We provide tailored solutions for complex investment requirements.
Discuss Custom NeedsInvestment advisory fees are separate from any investment product costs or management fees. Results may vary based on market conditions and individual circumstances.
Past performance does not guarantee future results. All investments carry risk of loss.