Financial Coaching Investment
Choose the coaching program that fits your wealth building goals and current financial situation
Foundation Coaching
Essential financial literacy and basic investment principles
Perfect for beginners starting their wealth journey
- Basic portfolio assessment and goal setting
- Introduction to asset classes and diversification
- Fundamental risk management principles
- Email support for 30 days
- Advanced investment strategies
- One-on-one coaching sessions
Complete Coaching
Comprehensive wealth management and investment strategy development
Our signature coaching experience for serious investors
- Personal financial assessment and custom strategy
- Advanced portfolio optimization techniques
- One-on-one coaching sessions with expert advisors
- Market analysis and investment vehicle guidance
- 90 days of ongoing support and progress tracking
- Estate planning consultation
Elite Coaching
Premium wealth management for high-net-worth individuals
Advanced strategies for substantial wealth building
- Complete financial portfolio restructuring
- Tax optimization and estate planning guidance
- Quarterly strategy reviews and market updates
- Access to exclusive investment research and analysis
- Priority support and dedicated account management
- 12 months of unlimited coaching consultation
Pricing Information
Payment Terms
- Individual coaching programs are priced at R5,250 and must be paid before coaching sessions commence
- All fees are quoted in South African Rand and include applicable VAT as required by law
- Refund requests must be submitted within 7 days of program start and are subject to our refund policy terms
Tax and Fee Structure
- All prices include 15% VAT as required by South African tax law
- No hidden fees or commission charges on recommended investments
- Coaching fees may be tax-deductible as educational expenses - consult your tax advisor
Enterprise Coaching
Customized coaching solutions for businesses and investment groups requiring specialized financial education and wealth management strategies.
Contact Our TeamAll coaching programs include comprehensive educational materials and ongoing support. Investment performance may vary based on market conditions and individual implementation of strategies.
Individual results may vary significantly based on starting capital, risk tolerance, and implementation of recommended strategies.