Financial Coaching Investment Plans
Choose the coaching approach that fits your wealth building goals and investment timeline. All plans include comprehensive capital management education and ongoing support.
Essential Coaching
Perfect for beginners starting their investment journey
- 4 individual coaching sessions
- Investment fundamentals and portfolio basics
- Risk assessment and goal setting
- Basic asset allocation strategies
- Email support during program
Advanced Coaching
Comprehensive coaching for serious wealth builders
- 6 individual coaching sessions
- Advanced portfolio optimization techniques
- Tax-efficient investment strategies
- Market analysis and timing methods
- 3 months follow-up support included
Elite Coaching
Premium coaching for sophisticated investors
- 8 individual coaching sessions
- Complex portfolio strategies and hedging
- Alternative investment guidance
- Wealth preservation techniques
- Estate planning integration
- 6 months ongoing consultation access
Payment Information
VAT Included
All prices include 15% VAT as required by South African tax regulations.
No Hidden Fees
Transparent pricing with no additional commissions or transaction fees.
Investment results may vary. Past performance does not guarantee future results.
Common Questions
What does the R2,500 financial coaching program include?
Our comprehensive coaching covers investment fundamentals, portfolio construction, risk assessment, asset allocation strategies, and wealth building techniques. You'll receive personalized guidance on market analysis, financial planning, and capital optimization tailored to your specific situation and goals.
How long does the individual coaching program take?
The program typically spans 4-6 weeks with weekly sessions. Each session focuses on different aspects of capital management, from basic investment principles to advanced portfolio strategies. The flexible schedule accommodates working professionals while ensuring thorough coverage of essential topics.
What qualifications do your financial coaches have?
Our coaches are experienced financial professionals with extensive backgrounds in investment management, financial planning, and capital markets. They hold relevant certifications and have practical experience helping clients achieve their wealth building objectives through proven strategies.
Need a Custom Solution?
We offer tailored coaching programs for unique financial situations and specific investment objectives.
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