Education Investment Plan
As the founder of Stocks+Wealth Financial Planning, I’m dedicated to helping you and your family navigate towards a brighter, more secure future
The education plan I’ve designed, covering both secondary and tertiary education, is more than just a service; it’s my way of giving back to the community and the people I work with. This plan is all about finding smart ways to save, making sure your financial journey stays on track, and ensuring your loved ones have access to the opportunities they deserve. Let’s make those goals a reality together.
How the Plan Helps You
No Commissions or Annual Advisor Fees Levied on Monthly Contributions or Invested Capital.
The education plans are optimally designed and implemented to achieve their objectives. Clients can choose to self-manage or opt for an annual review at a discounted hourly fee. The upfront price includes two reviews in the initial 24 months from inception.
Financial Security
Early planning distributes education costs over time, leveraging compounding benefits to secure your child’s education without compromising financial stability.
With the average total cost of private high school education reaching R950,000, isn’t it worth considering a strategic plan to help mitigate this financial burden?
Depending on when you start, you could effectively reduce future school fees by 35% or more – putting more money back into your retirement savings
Plan Benefits
Your Money Fully Invested
Every Rand you invest works for you – no commissions, no annual fees, and no deductions from your contributions. Your money goes directly toward your goals.
Strategies That Deliver
Our Independence allows access to all FSCA-approved local and offshore index funds, ETFs, and actively managed options, enabling the creation of smart, effective investment strategies.
Support That Grows With You
We offer ongoing support to keep you on track and adjust your strategy as your goals or circumstances change.
The Education Plan Once-Off Cost
The total upfront cost is R8775
This includes:
- Initial Consultation: A comprehensive session to understand your vision for your child’s future, and your preferences for secondary, and tertiary education
- Detailed Plan: A tax-efficient, cost-effective, and robust strategy optimally designed to meet your child’s educational needs
- Implementation: Executing the plan, from lodging applications with preferred asset managers to setting up the online portal for investment access
- Two Reviews: This includes an hours consultation per review in the initial 24 months from inception.
Please note that while there are no commissions or annual % advisor fees, administration and investment management fees will apply as detailed in the investment quote provided and agreed upon before implementation.
ADDED BONUS
We can provide you with a complimentary digital card featuring your child’s photo and investment plan details. This card serves as an invitation for friends and family to contribute directly to the investment, transforming traditional gift-giving into a lasting investment in your child’s future.
The Education Plan Once-Off Cost
The total upfront cost is R8775
This includes:
- Initial Consultation: A comprehensive session to understand your vision for your child’s future, and your preferences for secondary, and tertiary education
- Detailed Plan: A tax-efficient, cost-effective, and robust strategy optimally designed to meet your child’s educational needs
- Implementation: Executing the plan, from lodging applications to setting up the online portal for investment access
- Two Reviews : This includes an hours consultation per review in the initial 24 months from inception
Please note that while there are no commissions or annual % advisor fees, administration and investment management fees will apply, as detailed in the investment quote provided and agreed upon before implementation.
ADDED BONUS
We can provide you with a complimentary digital card featuring your child’s photo and investment plan details. This card serves as an invitation for friends and family to contribute directly to the investment, transforming traditional gift-giving into a lasting investment in your child’s future.
Investing in our education plans not only secures your child’s future potential and happiness but also alleviates the burden of expenses on your retirement savings, enhancing the likelihood of securing your desired lifestyle during retirement.