Bespoke financial advice
Select the service you’re interested in below. We’ll then ask you some details about your circumstance which will inform the analysis we conduct and provide you with a set of recommendations to take. We’ll connect you with a financial planning specialist to take you through the rationale.
Comprehensive financialneeds analysis
Help me manage the full spectrum of my financial needs.
A comprehensive financial needs analysis is an in-depth review of your financial objectives resulting in a tailored analysis and set of recommendations to improve your financial well being. We’ll require a lot of your personal financial information to conduct this analysis and we’ll partner you with a support you on your journey.
Cost
R3500 analysis & advice fee
Estate analysisand planning
Is my estate in order in the event I pass away?
Estate planning is required to ensure your financial affairs are in order in the event that you pass away. It requires an in-depth review of your wishes and current financial concerns resulting in a tailored analysis and set of recommendations to firm up your position. We’ll require a lot of your personal financial information to conduct this analysis and support you during this process.
Cost
R3500 analysis & advice fee
A specific
request
I don’t see the service I’m looking for?
If you have a specific financial query that you’d like support with but don’t see the service in our product / services range please send us the details of your request down and we’ll do our best to support you.
Cost
None - We’ll be in touch once we’ve had a chance to consider your request.
