Our pricing plans

Everything you need for successful wealth building.

Secure transactions

Bank-level security protects your data.

Satisfaction guarantee

Your privacy and confidentiality are paramount.

Exceptional value

Our services

Essential Planning

R360

per month
  • Financial health check
  • Retirement assessment
  • Quarterly check-ins
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Comprehensive Wealth

R1,080

per month
  • Annual plan review
  • Tax planning basics
  • Market updates
  • Ongoing portfolio management
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Premium Advantage

R1,800

per month
  • Basic investment guidance
  • Family wealth discussion
  • Email support
Get started
Complete financial freedom

Our commitment to your financial success

Your most common questions answered

Can I get a free financial review?

We offer a complimentary initial consultation to assess your financial situation and discuss how we can help. This gives you a chance to meet our advisors and understand our approach.

Our advisors will analyse your current position and identify key areas for improvement. The review is obligation-free.

You'll leave with clarity on your financial standing and next steps.

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