Investment Consulting Pricing Plans
Transparent hourly rates for professional investment advisory services
Essential Consultation
Basic investment guidance for individual investors
Billed after session
- Portfolio review and basic analysis
- Investment goal assessment
- Risk tolerance evaluation
- General market insights
- Detailed research reports not included
- Ongoing monitoring not included
Professional Advisory
Comprehensive investment planning and strategy development
Billed after session
- Detailed portfolio analysis
- Custom investment strategy
- Asset allocation recommendations
- Tax-efficient planning advice
- Written summary report
- Implementation services separate
Executive Wealth Management
Premium advisory services for high-net-worth clients
Billed after session
- Comprehensive wealth analysis
- Advanced investment strategies
- Estate planning integration
- Alternative investment options
- Ongoing portfolio monitoring
- Priority scheduling and support
Pricing Details and Payment Information
Payment Information
- All consultation fees are payable within 30 days of invoice date
- Multiple session packages available with advance payment discounts
- Secure payment processing through encrypted systems
Tax Information
- All prices include 15% VAT as required by South African law
- Services subject to South African tax regulations
- VAT registration number available upon request
Frequently Asked Questions
What is included in a consultation session?
Each session includes personalized investment advice, portfolio review, strategy recommendations, and written summary of key points discussed.
Can I schedule multiple sessions at once?
Yes, we offer package deals for multiple sessions with advance payment discounts. Contact us for custom arrangements.
Are there any additional fees?
Consultation fees are comprehensive. Additional charges only apply for specialized research reports or implementation services if requested.
Ready to Start Your Investment Journey?
Schedule a consultation with our experienced investment advisors today
Book ConsultationInvestment advice provided subject to regulatory requirements. Results may vary.
All recommendations based on information provided during consultation sessions.