Consultations by The Hour

Clear, Focused Advice

How it works

A straightforward one-hour session, or longer if needed, gives you direct access to independent financial advice from the comfort of your home, office, or personal space. Consultations are conducted online via Zoom or Teams.

Afterwards, you’ll receive a concise summary of key takeaways and, if required, professional recommendations outlining clear and actionable steps.

One-hour Online
Consultation

R2 250 per hour

We’ll tackle your key financial questions head-on.
Practical solutions and no product selling.

Book a Consultation

Common Financial Concerns Addressed

Trusts | Situs Tax | Investment Tax

Here, we explore the benefits of offshore trusts, navigate the complexities of situs tax, and discuss strategies to minimize taxes on both local and offshore investments.

Guidance After Retrenchment and Resignation

Facing uncertainty after retrenchment or resignation can be overwhelming. This session offers a structured framework to effectively manage and adapt to new financial circumstances, helping to reduce financial worry.

Investment Vs. Debt Management

Balancing investments with debt can be challenging. Scenario planning and effective analyses will ensure you follow the optimal path forward.

Behavioural Coaching

Behavioural coaching helps investors recognize and manage their emotions, preventing impulsive decisions during market volatility. This emotional discipline can help you stay the course and avoid costly mistakes.

Sustainable Income In Your Retirement Years

Concerned about the sustainability of your income stream in retirement? This discussion will objectively analyse areas to potentially optimize and ensure long-term stability.

Is my business financially protected?

We identify key-person, buy-and-sell, and contingent funding risks that could threaten continuity and value.

Is my portfolio well designed — and cost-efficient?

We identify misalignment, inefficiencies, and structural gaps that can limit long-term results.

Would my plan survive a shock?

We identify personal risk exposures and structure protection to ensure your family, assets, and financial plan remain intact.

Budgeting and Cash Flow Management

Create budgets and cash flow plans to ensure you live within your means and save for your financial goals. This approach helps manage finances effectively and supports long-term financial stability.

Renting Vs. Purchasing Property

Unsure whether to rent or buy a property? An analysis of your circumstances and financial goals will help make an informed decision.

Please don’t let financial uncertainty create unnecessary stress.

Clear, professional guidance can make a meaningful difference.