Simple, Transparent Financial Planning Pricing

Choose the subscription plan that fits your investment goals and budget

Starter Plan

Perfect for beginning investors ready to start their financial journey

R35 /month

per month

  • Basic portfolio analysis
  • Monthly market updates
  • Email support
  • Investment tracking tools
  • Educational resources
Start Planning
Most Popular

Professional Plan

Comprehensive financial planning for serious wealth builders

R50 /month

per month

  • Complete financial analysis
  • Personalized investment strategy
  • Priority phone support
  • Quarterly portfolio reviews
  • Tax optimization guidance
Start Planning

Premium Plan

Advanced wealth management for high-net-worth individuals

R85 /month

per month

  • Dedicated financial advisor
  • Advanced investment strategies
  • 24/7 premium support
  • Monthly strategy sessions
  • Estate planning consultation
Start Planning

Pricing Details

Tax Information

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

VAT is included in all displayed prices

Payment Information

No additional transaction fees or hidden charges

We accept major credit cards, EFT, and debit orders

Compare Our Plans

Features Starter Plan Professional Plan Premium Plan
Portfolio Analysis
Support Level Email Only Phone & Email 24/7 Premium
Advisory Sessions
Investment Strategy
Tax Planning

30-Day Money-Back Guarantee

Try our service risk-free. If you're not completely satisfied within 30 days, we'll refund your subscription fee.

Start Your Plan

Frequently Asked Questions

How quickly can I expect to see results from my financial plan?

While investment returns vary based on market conditions, most clients see improved financial organization and clarity within the first month. Long-term wealth building typically shows meaningful progress over 6-12 months with consistent implementation.

Can I change or cancel my subscription at any time?

Yes, you have complete flexibility to upgrade, downgrade, or cancel your subscription at any time. Changes take effect at your next billing cycle, and there are no cancellation fees.

What qualifications do your financial advisors have?

Our team consists of certified financial planners (CFP) and chartered financial analysts (CFA) with extensive experience in South African financial markets and regulatory requirements.

Have questions?

Contact our team