Investment Consulting Pricing
Transparent hourly rates for professional investment advisory services. Choose the consultation level that matches your portfolio complexity and financial planning needs.
Basic Consultation
Essential investment guidance for individual portfolios and basic financial planning needs
- Portfolio review and analysis
- Investment strategy recommendations
- Risk assessment and allocation guidance
- Basic financial planning advice
- Email follow-up summary
Professional Consultation
Comprehensive investment analysis with advanced portfolio optimization and wealth planning strategies
- Advanced portfolio optimization
- Tax-efficient investment strategies
- Alternative investment opportunities
- Retirement and estate planning
- Detailed written investment plan
Executive Consultation
Premium advisory services for high-net-worth individuals and complex investment portfolios
- Comprehensive wealth management
- Institutional-grade investment analysis
- Private equity and hedge fund guidance
- Multi-generational wealth planning
- Ongoing portfolio monitoring support
Service Comparison
| Features | Basic | Professional | Executive |
|---|---|---|---|
| Portfolio Analysis Depth | |||
| Investment Research Access | |||
| Tax Strategy Planning | |||
| Alternative Investments | |||
| Ongoing Support Level |
Pricing Terms
All prices include VAT as required by South African tax regulations. Final billing will reflect current VAT rates.
We operate on a fee-only basis with no commissions from recommended investment products, ensuring unbiased advice.
Payment is due at the time of consultation. We accept bank transfers, credit cards, and electronic payments.
Consultation fees are non-refundable once services have been delivered, except in cases of service delivery failure.
Have Questions About Our Pricing?
Our investment consulting team can help you choose the right service level for your financial situation and portfolio complexity.
Contact Us for Guidance