Optimize Your Finances Today!
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Don’t Settle For Less
Optimise Your Financial Goals and Objectives
You have heard the adage, “Those who fail to plan, plan to fail.” While this may sound like a cliche, it couldn’t be more true as it relates to your finances. If you are reading this now, you have taken your first step towards creating a solid plan for your finances.Â
Creating a financial plan is the only way you can begin to think of creating wealth for yourself, for your family and create your legacy. We are here to help with that.
Charge Forward
Maybe You Already Know What You Want But Just Need A Bit of Guidance
Sometimes you already know what you want. A consultation could be just what you need to iron out a few kinks before launching your wealth preservation and wealth creation plan. We are here to help you bridge that very gap.
If, however, you know everything that you need and all your preferences, you may get a free online quote. We are also ready to send you various proposals that include one, or several of our partners, according to your preference.
Our Scope
Optimising your finances is our specialty. Get In Touch With Us For a Consultation
Budgeting
Credit Advice
Debt Management Advice
Education Planning
Estate Planning
Financial Planning
Financial Risk Assessment
Health Planning
Investment Advice
Investment Management
Retirement Planning
Tax Planning
Wealth Coaching
Services
What A Consultation With Our Advisors Gets You
You must be thinking, “What can I expect from a consultation?” This is a fair expectation, so we want to answer as many of your questions as we can before you schedule an appointment with one of our representatives.
Personalised Plan
A bespoke financial plan to help you achieve your goals at your pace.
Regular Follow-Ups
A consultation is the beginning of a relationship, the first step of many.
Continuous Monitoring
We will monitor your plan even in between our follow-ups with you.
Succession Planning
We see take care of your loved ones as you prefer, even when you are gone.
Pricing
Once-Off Fees
E-Mail Consultation
An e-mail consultation via e-mail address of your provision
An accredited Perennity Financial Advisor
Create an in-depth financial plan or discuss specific financial questions that you may have.
A good option for people who live far away from our locations or only available after hours.
We charge R1,000.00
(incl. VAT)
Non-refundable
Video Call Consultation
Skype, FaceTime or Zoom consultation (platform of your preference)
An accredited Perennity Financial Advisor
Create an in-depth financial plan or discuss specific financial questions that you may have.
A good option for people who live far away from our locations or don’t have time to meet
We charge R1,500.00
(incl. VAT)
Non-refundable
Face-To-Face Consultation
Face-to-face consultation at location of your choosing
An accredited Perennity Financial Advisor
Create an in-depth financial plan or discuss specific financial questions that you may have
A good option for people who live close to our locations that are serious about your finances
We charge R2,000.00
(incl. VAT)
Non-refundable
Pricing
Investment Management Fees
- R1 Million, (1.15% Annual Management Fee)
- R5 Million, (1.00% Annual Management Fee)
- R15 Million, (0.9% Annual Management Fee)
- R30 Million, (0.7% Annual Management Fee)
- R50 Million, (0.5% Annual Management Fee)
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Get What You Want
If You Already Know What You Want &Â Need
If you feel that consultation may not be necessary, you also have the option to create an online quote.
We will provide you with several quotes from our partners.