Our advisors are experienced, well qualified and particularly analytical.
All amounts indicated below exclude VAT. Our fees are negotiable based on risk profile and size of investment/policy.
2 fee options are available:
Investment business: Upfront fees (1.25%), annual fees (0.75%), deducted by the management company and paid to Kanan monthly.
(Should you prefer, we can invoice you monthly for these fees and leave your investment untouched).
Insurance business: Standard Commissions paid by Insurance companies.
Where an hourly fee is indicated, R700 per hour applies which includes disbursements. Items marked with * indicate that the fee will be rebated should Kanan Wealth implement the recommended advice and Option 1 ultimately be chosen by the client.
|Local & Global Investment Solutions||Hourly fee*|
|Retirement Planning||Hourly fee*|
|Life Assurance Solutions/Recommendations||R5000*|
|Medical Aid Solutions/Recommendations||R1000*|
|Personal Financial Admin||Hourly fee|
|Trusteeships||R1000 per month|
|Business Advisory/Property analysis||Hourly fee|
|Wealth coaching||Hourly fee|