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Don’t Settle For Less
Optimise Your Financial Goals & Objectives
You have heard the adage, “Those who fail to plan, plan to fail.” While this may sound like a cliche, it couldn’t be more true as it relates to your finances. If you are reading this now, you have taken your first step towards creating a solid plan for your finances.
Creating a financial plan is the only way you can begin to think of creating wealth for yourself, for your family and create your legacy. I am here to help with that.
Charge Forward
Maybe You Already Know What You Want But Just Need A Bit of Guidance
Sometimes you already know what you want. A consultation could be just what you need to iron out a few kinks before launching your wealth preservation and wealth creation plan. I am here to help you bridge that very gap.
If, however, you know everything that you need and all your preferences, you may Get a Quote Online I am also ready to send you a proposal.
My Scope
Optimising your finances is our specialty. Get In Touch With Us For a Consultation
Budgeting
Business Succession Planning
Credit Advice
Credit Arbitrage
Debt Management Advice
Education Planning
Estate Planning
Financial Planning
Financial Risk Assessment
Health Planning
Increasing Income Streams
Investment Advice
Investment Management
Property Investment Tutelage
Retirement Planning
Tax Planning
Vehicle Purchase Advice
Wealth Coaching
Services
What A Consultation With Our Advisors Gets You
You must be thinking, “What can I expect from a consultation?” This is a fair expectation, so we want to answer as many of your questions as we can before you schedule an appointment with me.
Personalised Plan
A bespoke financial plan to help you achieve your goals at your pace.
Regular Follow-Ups
A consultation is the beginning of a relationship, the first step of many.
Continuous Monitoring
I will monitor your plan even in between our follow-ups with you.
Succession Planning
See to it that you can take care of your loved ones. Yes, even after you’re gone.
Pricing
Once-Off Fees
Video Call Consultation
Skype, FaceTime or Zoom consultation (preferred platform)
Create an in-depth financial plan or discuss specific financial questions that you may have.
A good option for people who live far away from our locations or only available after hours.
Yours For: R1,500.00
(incl. VAT)
Non-refundable
E-Mail Consultation
An e-mail consultation via e-mail address of your provision
Create an in-depth financial plan or discuss specific financial questions that you may have.
A good option for people who live far away from our locations or don’t have time to meet
Yours For: R2,250.00
(incl. VAT)
Non-refundable
Face-To-Face Consultation
Face-to-face consultation at location of your choosing
Create an in-depth financial plan or discuss specific financial questions that you may have
A good option for people who live close to our locations that are serious about your finances
Your For: R3,000.00
(incl. VAT)
Non-refundable
Pricing
Investment Management Fees
- R1 Million, (1.15% Annual Management Fee)
- R5 Million, (1.00% Annual Management Fee)
- R15 Million, (0.9% Annual Management Fee)
- R30 Million, (0.7% Annual Management Fee)
- R50 Million, (0.5% Annual Management Fee)
Book Your Consultation
To get the best out of our session, I suggest you complete this Financial Needs Analysis at least 48 hours ahead of our scheduled meeting.
This will allow to know a little about you before we meet, so that we spend less time on discovery and more time on solutions. In this way, you can get the best value out of the time we will spend together.
I look forward to our time together.
Email Me:
hello@nyikomongwe.com
Call Me:
(010) 824 1191
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