Investment Consulting Rates
Transparent hourly rates for professional investment advice and financial planning services.
Essential Consultation
Basic investment review and guidance
- Portfolio assessment and analysis
- Investment recommendation review
- Basic financial planning guidance
- Market outlook discussion
Comprehensive Planning
Complete financial strategy development
- Detailed portfolio analysis
- Custom investment strategy
- Retirement planning guidance
- Risk assessment and optimization
- Tax planning considerations
Premium Advisory
Advanced wealth management consulting
- Complex portfolio restructuring
- Multi-generational planning
- Advanced tax strategies
- Estate planning integration
- Alternative investment analysis
- Ongoing strategy monitoring
Pricing Information
VAT and Taxes
All consultation rates are subject to 15% VAT as required by South African tax regulations.
VAT registration number provided upon booking confirmation.
Payment Options
We accept bank transfers, credit cards, and electronic payments for consultation fees.
Payment is due within 30 days of consultation completion.
Pricing Questions
What does an hourly investment consultation include?
Our comprehensive hourly sessions cover portfolio analysis, risk assessment, asset allocation recommendations, and personalized investment strategies. We provide detailed financial planning guidance, market outlook discussions, and actionable investment recommendations tailored to your specific financial goals and risk tolerance.
How do you determine consultation fees within the $100-$500 range?
Consultation fees are based on complexity of financial situation, required analysis depth, and advisor expertise level. Basic portfolio reviews start at $100/hour, while comprehensive wealth management consultations with multiple asset classes and advanced strategies reach $500/hour. All fees are discussed upfront.
What qualifications do your investment advisors hold?
Our advisors are certified financial planners and registered investment professionals in South Africa. They hold relevant qualifications including CFP certification, CFA charter, and extensive experience in financial markets. All advisors maintain continuing education requirements and regulatory compliance.
Ready to Start Your Investment Journey
Schedule your consultation with our certified investment professionals today.
Contact Our TeamConsultation rates determined by service complexity and advisor expertise. Minimum one-hour billing applies.
Individual results may vary significantly based on personal financial situations and market conditions.