Investment Consultation Pricing
Professional financial advisory services tailored to your needs
Basic Consultation
Essential investment guidance for new investors
$100
/per hour
- Portfolio review and basic analysis
- Investment goal assessment
- Risk tolerance evaluation
- Written summary report
- Advanced strategy development not included
Most Popular
Comprehensive Advisory
Complete investment strategy development
$300
/per hour
- Detailed portfolio analysis
- Custom investment strategy
- Risk management planning
- Tax optimization review
- Quarterly follow-up session
Premium Wealth Management
Elite-level comprehensive financial planning
$500
/per hour
- Complete wealth assessment
- Multi-generational planning
- Estate planning coordination
- Advanced tax strategies
- Unlimited email support
- Priority scheduling access
Additional Information
All consultation sessions are conducted by qualified financial professionals with extensive market experience.
- All prices exclude 15% VAT as applicable under South African tax law
- No commissions are charged on recommended investment products
- Payment due within 7 days of consultation completion
Frequently Asked Questions
What qualifications do your consultants have?
All our consultants are registered financial advisors with relevant qualifications and extensive industry experience.
How long are typical consultation sessions?
Sessions typically range from 1-3 hours depending on complexity and client needs.
Do you provide ongoing support after consultation?
Yes, we offer follow-up services and ongoing relationship options based on your selected service level.
Need a customized consultation package for complex financial situations?
Contact Our Team