Financial Planning Subscription Pricing
Choose the perfect plan for your investment journey. All plans include our core financial planning services with varying levels of support and features.
Basic Plan
Essential financial planning tools and investment guidance
- Monthly portfolio review and recommendations
- Basic investment strategy development
- Email support and quarterly check-ins
- Access to educational resources and market updates
- Standard reporting and performance tracking
Professional Plan
Comprehensive financial planning with personalized strategies
- Weekly portfolio monitoring and adjustments
- Personalized investment strategies and asset allocation
- Priority support with dedicated advisor access
- Advanced market analysis and economic forecasting
- Detailed monthly reports and tax optimization
Premium Plan
Elite financial planning with comprehensive wealth management
- Daily portfolio oversight and real-time adjustments
- Comprehensive wealth management and estate planning
- 24/7 support with senior advisor consultations
- Exclusive market insights and investment opportunities
- Premium reporting with detailed financial modeling
Pricing Information
VAT and Taxes
All prices are displayed in South African Rand (ZAR) and include applicable VAT at the current rate of 15%.
VAT registration number: 4123456789. Tax receipts are provided for all subscription payments.
Payment Methods
We accept major credit cards, debit cards, and EFT payments. All transactions are processed securely through our encrypted payment gateway.
Subscriptions are billed monthly in advance. You can cancel or modify your subscription at any time.
Important Disclaimer
Results may vary based on individual circumstances, market conditions, and adherence to recommended strategies. Past performance does not guarantee future results.
Have Questions?
Our team is ready to help you choose the right financial planning subscription for your needs.
Contact Us Today