Our services
- Formulating and Discussing recommendations
- Implementing the solution
- Where necessary, liaising with the specialists
- Regularly reviewing the plan and your goals and objectives
- Implementing changes to the solutions to ensure you reach your financial goals
| Services | Description | Fee(Excl VAT) |
|---|---|---|
| Initial consultation | Call out fee if business concluded | R800.00 |
| Financial planning |
|
R500.00 per hour |
| Review | Review and update of your financial plan | R400.00 |
| Ad hoc consultations | R400.00 per hour | |
| Ad hoc Services | Monthly service fee per client which covers the services below | R400.00 |
| Alternatively: | ||
| Change of address, beneficiaries, bank details, debit orders, premium cession | R250.00 per company policy | |
| Claim – death, disability, illness | R750.00 per policy | |
| Claim – Maturity | R500.00 per claim | |
| Policy schedule/updating values | R350.00 per claim | |
| Surrender (per policy) | R500.00 per policy | |
| Wills – drafting | R500.00 | |
| Wills – Amendments | R250.00 |
