“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:
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