Choose Your Financial Planning Subscription
Affordable investment management and wealth building solutions designed for South African investors
Basic Financial Planning
Essential budgeting tools and basic investment management guidance for individuals starting their financial planning journey
- Basic budgeting and expense tracking tools
- Simple investment management recommendations
- Monthly cash flow analysis reports
- Email support for financial planning questions
- Access to educational wealth building resources
Complete Financial Planning
Comprehensive investment management tools and personalized wealth building strategies for serious investors
- Advanced portfolio optimization and asset allocation tools
- Personalized risk assessment and investment recommendations
- Detailed budgeting strategies and financial goal tracking
- Priority phone and email support
- Monthly financial planning consultations
Premium Wealth Management
Comprehensive wealth building platform with advanced financial planning tools and dedicated advisory support
- Sophisticated investment management and portfolio rebalancing
- Tax optimization and estate planning strategies
- Advanced cash flow analysis and financial forecasting
- Dedicated financial advisor and unlimited consultations
- Exclusive access to premium investment opportunities
Pricing Information
Payment Methods
We accept major credit cards, debit cards, and EFT payments for your financial planning subscription
All transactions are secured with bank-level encryption and processed through certified payment gateways
Tax Information
All prices include 15% VAT as required by South African tax law
Financial planning services may be tax-deductible - consult your tax advisor for specific guidance
Prices are subject to change with 30 days advance notice. Investment performance is not guaranteed and results may vary based on market conditions and individual circumstances.
Frequently Asked Questions
Can I cancel my financial planning subscription at any time?
Yes, you can cancel your subscription at any time with 30 days' notice. You'll retain access to all investment management tools through the end of your billing period.
Are there any setup fees for the financial planning service?
No, there are no setup fees or hidden costs. Your monthly subscription includes access to all budgeting tools, investment management features, and wealth building resources.
How quickly can I start using the financial planning tools?
You can begin using our investment management and budgeting tools immediately after subscribing. Your personalized financial planning recommendations will be available within 24 hours of completing your risk assessment.
Need help choosing the right financial planning subscription for your investment goals?
Contact Our Team