Financial Planning Pricing
Choose the right financial planning subscription for your needs
Basic Planning
Essential financial planning for individuals starting their investment journey
- 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
Professional Planning
Comprehensive financial planning with personalized investment strategies
- 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
Premium Planning
Advanced wealth management for high-net-worth individuals
- 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
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
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.