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Report Pricing Overview

  • Your Personal Money Map

    6 000R
    This plan is perfect for those who like to manage their own finances but want a second option to confirm they are on the right path.
     
    • Understand where you currently stand
    • Identify gaps in your financial protection
    • Ensure your will is up to date and legally sound
    • Understand your personal risk profile
    • Get guidance on which types of investment products to cons
    • Includes a 1-hour report discussion
  • Best Value

    Family Wealth Master Plan

    18 000R
    This is our flagship offering - a personalised financial roadmap designed to give you total clarity and confidence
     
    • Detailed review of your current investment portfolio
    • A customised risk profile and asset allocation strategy
    • Dynamic Retirement Income Planning
    • Retirement projections tested against multiple return and
    • Holistic advice
    • Clear product and platform recommendations
    • A full set of actionable next steps
    • Includes a 2-hour report feedback and planning session

  • Family Wealth Strategy Blueprint

    65 000R
    This is a premium, high-level planning service specifically designed for high-net-worth individuals and families
     
    • Collaborative, multi-disciplinary planning
    • Succession and continuity planning
    • Structuring and consolidation
    • Ongoing oversight
    • Education and empowerment of the next generation
    • Development of a Family Charter
    • Consideration of philanthropic goals
    • Full day strategic consultation with follow-up documentation
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