Financial Planning Subscription Plans
Choose the investment strategy and portfolio management plan that best fits your wealth building goals and financial planning needs.
Essential Planning
Basic investment strategy guidance and portfolio fundamentals
R299
/per month
- Monthly market analysis reports
- Basic asset allocation guidance
- Email support
- Educational resources access
- Quarterly portfolio review
Most Popular
Professional Planning
Comprehensive investment strategies with personalized portfolio management
R399
/per month
- Weekly market analysis and insights
- Advanced diversification strategies
- Priority phone support
- Risk management tools
- Monthly strategy consultations
Wealth Builder
Premium wealth accumulation strategies with dedicated advisory support
R599
/per month
- Daily market updates and alerts
- Custom portfolio optimization
- Dedicated advisor access
- Advanced capital growth strategies
- Unlimited consultations
Detailed Feature Comparison
| Features | Essential Planning | Professional Planning | Wealth Builder |
|---|---|---|---|
| Investment Strategy Development | Basic templates | Personalized strategies | Custom optimization |
| Market Analysis Frequency | Monthly reports | Weekly insights | Daily updates |
| Portfolio Management Tools | |||
| Risk Assessment Services | |||
| Retirement Planning Support |
Pricing Information
All subscription fees are quoted in South African Rand (ZAR) and are inclusive of applicable taxes.
- VAT is included in the displayed pricing for South African residents as required by law.
- Our fee structure is transparent with no hidden commissions or transaction fees for basic portfolio management services.
- Pricing is denominated in ZAR. International clients may be subject to currency conversion fees by their financial institutions.
Have Questions About Our Plans?
Our financial planning experts are available to help you choose the right investment strategy and portfolio management plan for your specific needs and goals.
Contact Our Team