Financial Planning Subscription

Choose the plan that fits your investment goals

Basic Planning

Essential financial guidance

R35

per month

  • Monthly market analysis
  • Basic portfolio review
  • Investment education resources
  • Email support
  • Personal advisor access
  • Custom investment strategies
Choose Plan
Most Popular

Professional Planning

Complete financial strategy

R50

per month

  • Comprehensive portfolio analysis
  • Personalized investment recommendations
  • Monthly advisor consultation
  • Tax optimization strategies
  • Priority email and phone support
  • Daily market alerts
Choose Plan

Premium Planning

Exclusive wealth management

R85

per month

  • Dedicated financial advisor
  • Custom investment strategies
  • Weekly portfolio reviews
  • Advanced tax planning
  • Real-time market insights
  • Unlimited consultation calls
Choose Plan

Important Pricing Information

All prices include 15% VAT as required by South African law

No hidden fees or commissions on investment products

Billing occurs monthly on your subscription anniversary date

Cancel anytime with 30 days notice - no cancellation fees

Frequently Asked Questions

How does the financial planning subscription work?

Our subscription provides ongoing financial planning support with monthly reviews, investment guidance, and access to professional advisors based on your selected plan.

Can I change my subscription plan?

Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.

What payment methods do you accept?

We accept major credit cards, debit cards, and electronic fund transfers from South African banks.

Ready to Start Your Financial Journey?

Join hundreds of satisfied clients building wealth with professional guidance

Get Started Today