"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:
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

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