Investment Consultation Pricing
Choose the consultation package that best fits your investment planning needs
Essential Consultation
Perfect for new investors seeking fundamental investment guidance
60-minute session
- Basic portfolio assessment and investment goal discussion
- Introduction to asset allocation and diversification strategies
- Overview of investment options suitable for your risk profile
- General market outlook and economic trends discussion
- Email follow-up with session summary and key recommendations
Professional Consultation
Comprehensive investment planning for serious investors
90-minute session
- Detailed portfolio analysis with specific optimization recommendations
- Advanced investment strategies including alternative investments
- Tax-efficient investment planning and retirement strategy development
- Risk management techniques and hedging strategies discussion
- Written investment action plan with timeline and milestones
Executive Consultation
Premium service for high-net-worth individuals and complex portfolios
120-minute session
- Comprehensive wealth management strategy and estate planning integration
- Sophisticated investment vehicles including private equity and hedge funds
- International diversification and offshore investment opportunities
- Advanced tax optimization strategies and structure recommendations
- Ongoing consultation support and quarterly portfolio review sessions
Important Pricing Information
Payment Information
- All prices include 15% VAT as required by South African tax regulations
- Payment is due immediately following each consultation session
- We accept bank transfers, credit cards, and electronic fund transfers
Tax Information
- VAT Registration Number: 4123456789
- All services are subject to South African tax regulations
- Tax invoices provided for all consultation services
Custom Consultation Packages
For ongoing advisory relationships or specialized investment consulting needs, we offer custom packages tailored to your specific requirements.
Contact us to discuss custom pricingFrequently Asked Questions
How do I prepare for my investment consultation?
Bring current portfolio statements, investment goals, and questions about your financial objectives. We'll review your situation and provide personalized recommendations.
Can I implement recommendations on my own?
Yes, our consultations provide you with actionable strategies you can implement independently. We also offer ongoing support for more complex strategies.
Are consultation fees tax-deductible?
Investment consultation fees may be tax-deductible as investment-related expenses. Consult your tax advisor for specific guidance on your situation.
Disclaimer
Results may vary based on market conditions and individual circumstances. Past performance does not guarantee future results.