"Helping you be and stay a confident investor"
It is possible. Allow me to show you how.
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