Our Fee

Structure

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Once-off Consults

Our once-off consultation is designed to provide you with an honest discussion on your financial health. During this time, we will cover your current financial situation and offer up some quick tips that are easy to implement immediately, as well as providing you with our comments outlining areas of concern. ​

We charge R1750 (ex VAT) per hour with one of our financial planning professionals. 

Additional professional financial planning services can be offered on a "time-spent" basis relating to the agreed-upon services rendered. 

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Ongoing Services

Clients who predominantly seek ongoing financial planning, advice, administration and intermediary services are charged an annual percentage fee dependent on the assets under our ongoing planning purview. The percentage fee is determined via a sliding scale dependent on the client’s portfolio size and required service level agreement. Our fees range from 0.75% to 0.35% (ex VAT) of the client's portfolio annually.

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Tax & Accounting

The table below shows our most commonly requested services, for a comprehensive tax & accounting fee breakdown click here. All fees shown below are excluding VAT.

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Income Tax Returns

Basic tax return - only medical aid and retirement annuity deductions

Intermediate tax return - basic return plus travel allowance and rental income

Advanced tax return - commission earner

Sole proprietors and independent contractors

Submission of documentation on verification

Review of auto-assessment

Provisional tax return

Turnover tax return - TT02 (Aug & Feb)

Turnover tax return - TT03

Fees

R475

R650

R800

R1250

R350

R350

R650

R475

R650

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Other Fees

For our comprehensive fee disclosure,  CLICK HERE

Professional Financial Planning fees are determined on a "time-spent" basis and relate to the agreed-upon services rendered. This is colloquially referred to as a "fee-for-service" structure.

We do not intend to market or provide clients with commission- or rebate-paying products, but in some cases this cannot be avoided because of the needs of the client. Some product providers may also provide a rebate in the form of a referral/advice fee. These fees are fully disclosed to the client.