Financial Planning Pricing

Choose the right financial planning subscription for your needs

Basic Planning

Essential financial planning for individuals starting their investment journey

R450 //month
  • Basic budget planning and expense tracking
  • Quarterly financial health assessments
  • Email support and educational resources
  • Investment basics and goal setting guidance
  • Access to online financial planning tools
Get Started
Most Popular

Professional Planning

Comprehensive financial planning with personalized investment strategies

R750 //month
  • Personalized investment portfolio management
  • Monthly one-on-one advisor consultations
  • Tax optimization and retirement planning
  • Risk assessment and asset allocation guidance
  • Priority phone and email support
Get Started

Premium Planning

Advanced wealth management for high-net-worth individuals

R1,200 //month
  • Advanced portfolio diversification strategies
  • Weekly advisor consultations and market updates
  • Estate planning and wealth transfer strategies
  • Exclusive investment opportunities and insights
  • Dedicated account manager and 24/7 support
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Pricing Details

VAT Included

All prices include 15% VAT as required by South African law

Secure Payment Processing

We use industry-standard encryption to protect your payment information

Flexible Billing

Monthly billing with easy cancellation and no long-term contracts

Satisfaction Guarantee

30-day money-back guarantee on your first month subscription

Have Questions?

Contact our team for personalized pricing consultation

Contact Us

Frequently Asked Questions

Can I change my plan anytime?

Yes, you can upgrade or downgrade your plan at any time. Changes take effect on your next billing cycle.

What payment methods do you accept?

We accept all major credit cards, debit cards, and EFT payments from South African banks.

Is there a setup fee?

No, there are no setup fees or hidden charges. You only pay the monthly subscription fee.