Why consult with a financial advisor?
The research shows that people who use a financial advisor grow their investments
by up to 3% more than those who do it themselves.
That is because a qualified, independent advisor has a far deeper understanding of investment
strategies, tax laws, legislation, and the different financial products available.
Furthermore, a Certified Financial Planner is committed to international financial planning
standards and stays up to date with a constantly changing environment.
A breakdown of fees
Before we agree to work together, I will provide you with a cost estimate based on your
specific needs and goals.
Below is a general overview of my fee structure:
- Financial advice is charged at R2000 per hour.
- Financial administration is charged at R800 per hour.
- Financial planning fees depend on individual needs but typically range from R15000 to R40000.
- Annual advice fees for investments under management are calculated on a sliding scale and start at 0.75%.
- Where clients purchase life insurance benefits, they will be able to offset fees against commissions payable by product providers.
