Financial Planning Subscription Pricing
Choose the investment strategy and wealth management plan that fits your financial goals
Essential Planning
Perfect for new investors
Billed monthly, cancel anytime
- Basic portfolio analysis and investment recommendations
- Monthly financial goal tracking and progress reports
- Access to educational investment resources and market insights
- Email support for financial planning questions
- No personalized advisor consultations
- Limited to basic asset allocation strategies
Professional Planning
Comprehensive wealth management
Billed monthly with preferred support
- Advanced portfolio optimization with risk management tools
- Personalized retirement planning with inflation adjustments
- Quarterly consultation with certified financial planners
- Tax-efficient investment strategies and optimization guidance
- Real-time portfolio rebalancing alerts and recommendations
- Priority customer support and dedicated account management
Enterprise Planning
Advanced institutional strategies
Premium service with monthly billing
- Sophisticated alternative investment opportunities and analysis
- Estate planning integration with multi-generational wealth strategies
- Monthly one-on-one strategy sessions with senior advisors
- Custom investment research and market analysis reports
- Advanced hedging strategies and risk mitigation techniques
- Exclusive access to institutional investment opportunities
Payment Information
VAT and Taxes
All prices exclude 15% VAT as required by South African tax regulations. VAT will be added at checkout for applicable transactions.
Accepted Payment Methods
We accept all major credit cards, debit cards, and EFT payments. All transactions are processed securely through encrypted payment gateways.
Billing Cycle
Subscriptions are billed monthly in advance. Your billing date is based on when you first subscribe to our financial planning service.
Custom Enterprise Solutions
For organizations requiring specialized wealth management solutions or institutional investment strategies, we offer custom planning packages tailored to your specific needs.
Discuss RequirementsFrequently Asked Questions
Can I change my subscription plan at any time?
Yes, you can upgrade or downgrade your financial planning subscription at any time. Changes take effect at your next billing cycle, and you'll have immediate access to new features.
What happens if I cancel my subscription?
You can cancel anytime with no penalties. You'll retain access to your financial planning tools until the end of your current billing period. Your portfolio data will be available for download for 90 days after cancellation.
Do you offer refunds for subscription fees?
Due to the personalized nature of our financial planning services, subscription fees are generally non-refundable. However, we may consider refunds in exceptional circumstances within the first 7 days of subscription.
All investment recommendations are subject to market risks and individual circumstances. Results may vary based on market conditions and personal financial decisions.
Past performance does not guarantee future results. All financial planning strategies should be considered in conjunction with your individual risk tolerance and financial goals.