Investment Consultation Pricing
Choose the consultation level that matches your investment needs and financial objectives
Standard Consultation
Essential investment guidance for individual investors
1-2 hours typical
- Basic portfolio review and analysis
- Investment recommendations and strategy overview
- Risk assessment and goal alignment
- Market outlook and timing guidance
- Follow-up summary report included
Professional Consultation
Comprehensive financial planning for serious investors
2-3 hours typical
- Advanced portfolio optimization and modeling
- Tax-efficient investment strategies
- Asset allocation and diversification planning
- Alternative investment opportunities review
- Detailed action plan and ongoing support
Executive Consultation
Premium advisory services for high-net-worth individuals
3+ hours typical
- Institutional-grade investment analysis
- Private wealth management strategies
- Estate planning and succession considerations
- Direct access to senior investment partners
- Quarterly portfolio review sessions included
Important Pricing Information
All consultation fees are billed per hour with no hidden charges or setup costs
Sessions can be extended based on client needs with transparent hourly billing
Cancellations require 24-hour notice to avoid consultation fees
Payment and Billing
We accept bank transfers, major credit cards, and certified payments
All transactions are processed through secure, encrypted payment systems
Payment is due upon completion of consultation sessions
Tax and Regulatory Information
All prices include applicable VAT as required by South African law
Services are subject to South African tax regulations and compliance
Consultation fees may be tax-deductible as investment advisory expenses
Have Questions About Pricing?
Our consultation specialists can help you choose the right service level
Contact Our TeamResults may vary. Past consultation outcomes do not guarantee future investment success or performance.