“Helping you be and stay a confident investor”

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My Fees

Investments

I am flexible towards fees and prefer to co-create fees with my clients.
You have options. Below are my guidelines.
For financial advice and services:

Initial fees:
1^st option:
● you and I agree on a fee;
● deducted as a percentage from your investment.

2^nd option:
● you and I agree on the amount;
● I invoice you;
● you pay Accredinet before the investment is made.
All fees exclude VAT

Annual fees:
1^st option:
● 0.7%, 0.5%, 0.25% or 0% of your fund’s value
● Deducted from your investment per month.
All fees exclude VAT

2^nd option:
● you and I agree on the amount;
● I invoice you;
● you pay Accredinet
All fees exclude VAT

Long-term Insurance

I am flexible towards fees and prefer to co-create fees with my clients.
You have options. Below are my guidelines:

1^st option:
● initial and second year commission and on-going commission

2^nd option:
● you and I agree on a fee;
● I invoice you;
● you pay Accredinet an initial fee before application;
● no on-going commission.
All fees excludes VAT

Other Services

I am flexible towards fees and prefer to co-create fees with my clients.

Below are my guidelines:
● you and I agree on the amount:
based on R 1 500 per hour;
● I invoice you;
● you pay Accredinet.
All fees exclude VAT