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Booking Services

Booking services

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Financial Consultation

Specific questions for DIY'ers.

1 hour consultation

R2400

Money Map Report

In order to create your financial report, we first need you to complete a Financial Needs Analysis to gather the necessary financial information; once that is submitted, we will issue your invoice.

R6 000

Family Wealth Master Plan

In order to create your financial report, we first need you to complete a Financial Needs Analysis to gather the necessary financial information; once that is submitted, we will issue your invoice.

R18 000

Family Wealth Strategy
Blueprint

In order to create your financial report, we first need you to complete a Financial Needs Analysis to gather the necessary financial information; once that is submitted, we will issue your invoice.

R65 000

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Will

To begin the process, please complete the Will Application Form. Once submitted, we’ll issue your invoice.

After payment, we’ll schedule a consultation and then draft your will.

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Note: This fee covers a standard will. Complex wills may incur an additional charge, which we’ll confirm upfront.


R2 400

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Not sure where to start?

Book your exploration call

A 20-minute Microsoft Teams call to help you discover the best way forward
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