Investment Consulting Pricing
Choose the consultation package that best fits your investment planning needs and financial objectives
Basic Consultation
Essential investment guidance for new investors seeking professional portfolio advice and basic market analysis
- Portfolio review and basic analysis
- Investment goal assessment
- Risk tolerance evaluation
- General market overview
Comprehensive Analysis
In-depth investment strategy development with detailed portfolio optimization and strategic planning recommendations
- Complete portfolio analysis and optimization
- Asset allocation strategy development
- Risk management framework
- Investment timeline planning
- Written consultation summary report
Executive Advisory
Premium investment consulting for high-net-worth individuals requiring sophisticated wealth management strategies
- Comprehensive wealth management review
- Tax-efficient investment strategies
- Estate planning coordination
- Alternative investment analysis
- Quarterly follow-up consultations
- Priority scheduling and direct advisor access
Pricing Details and Information
Payment Information
- All consultations are billed at completion of service delivery
- Payment accepted via bank transfer, credit card, or electronic funds transfer
- Cancellations require 24-hour notice to avoid fees
Tax and Regulatory Information
- All prices exclude 15% VAT as required by South African tax law
- Services are subject to South African financial services regulations
- Additional fees may apply for specialized research or extended consultation time
Custom Consultation Packages
Need ongoing advisory services or specialized investment consulting? We offer customized packages for institutional clients and high-frequency consultation needs.
Contact for Custom PricingAll investment consulting fees are separate from any investment product costs or platform fees that may be recommended during consultation.
Past performance does not guarantee future results. All investments carry risk of loss.