Please note our new Price list: Applicable to New Clients.
- Retirement Annuity Savings – Lisp – Upfront advice and placement fee – R2500.00. Ongoing Advice and Servicing – 0.35% per annum
- Tax Free Savings Accounts – Upfront fee – R 1000.00. Ongoing Advice and Servicing – 0.25% per annum
- Section 14 Transfer to clean priced Platform – R4500.00 Upfront fee.
Our Fee bands on Investments
R 0 to R 1000 000.00 – 0.50% per annum
R 1001 000.00 to R 3000 000.00 – 0.35% per annum
R 3 001 000.00 and above – 0.25% per annum
Advice & Servicing Includes:
- Tax Efficient Investment Platforms
- Fund Selection
- Policy Servicing
- Monthly Reporting across All Investment Platforms
- Annual reviews
Estate & Personal Risk Planning
- Quote Available upon request.
- 45 Minute Intro meeting : R450.00. Separate rate quoted on Recommendations and Quotes. (Full Recommendations on Personal and Business Estate and Retirement Planning)
- Short Term Insurance Quotes: R450.00 (10 quotes)
- Claims where we are not your broker on Record: R5000.00
- Winding up of estates: 4.025%
- Will Draft: R2000.00
- Trusts: R10 000.00