"Helping you be and stay a confident investor"

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In 4 steps . . .

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:
    1st option:
  • you and I agree on a fee;
  • deducted as a percentage from your investment.

    2nd 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:
    1st option:
  • 0.7%, 0.5%, 0.25% or 0% of your fund’s value
  • Deducted from your investment per month.
    All fees exclude VAT

    2nd 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:

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

    2nd 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

If you're a serious long-term investor, get in touch, give it a go…

Schedule your free, 30 minutes, no-obligation meeting to discuss your needs

I'm ready to help you be and stay a confident investor