Financial Planning Subscription
Professional financial planning services designed to build and protect your wealth
Basic Plan
Essential financial planning
R290
/per month
- Quarterly portfolio review
- Basic investment advice
- Email support
- Financial planning resources
- Market updates
- Online dashboard access
Most Popular
Professional Plan
Comprehensive financial management
R450
/per month
- Monthly portfolio review
- Personalized investment strategy
- Phone and email support
- Tax optimization planning
- Retirement planning
- Risk management analysis
Premium Plan
Complete wealth management
R750
/per month
- Weekly portfolio monitoring
- Advanced investment strategies
- Priority support
- Estate planning services
- Tax planning and preparation
- Dedicated financial advisor
Compare Plans
| Features | Basic Plan | Professional Plan | Premium Plan |
|---|---|---|---|
| Portfolio Reviews | |||
| Investment Strategy | |||
| Support Level | |||
| Planning Services | |||
| Tax Services | |||
| Advisor Access |
Important Information
All prices include VAT where applicable
No hidden fees or commissions on investments
Licensed financial services provider
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