Financial planning pricing

Standard 

An asset map is provided to all clients, which includes a target map on how to achieve your needs and goals. Ongoing servicing and reviews are included, and the fees are not payable directly by you, as fees are earned by way of:   

• Standard commissions earned on products (e.g. insurance policies and medical aids) *

• Ongoing fees from assets under management (e.g. investments)

* * Our commitment is that we will not use financial products that locks the client into the product due to high initial commissions, in most instances commission is paid as a trail fee.  

Pay as you need 

This is for the client that does not require ongoing financial planning or servicing. Each service is quoted and charged individually.

The minimum fee is R 2500 

The Asset Map 

To start the process of simplifying your world and opening your eyes to your financial plan, we present all your money-related affairs in a visual picture; the asset-map so that you can see where you are headed. 

This is kicked off with a fun digital process that asks some easy questions and takes only a few minutes to complete, easy enough to do in front of the TV. You cannot get anything wrong and if you feel like you are getting stuck, simply move onto the next question. 

Your initial asset-map is free, and you will have no further financial obligations.