Payment Options & Fees

All amounts indicated below exclude VAT. Our fees are negotiable based on risk profile and size of investment/policy.

We offer our client 2 payment options:

1. Investment business
2. Billing Schedule

1. Investment Business

Upfront fees (1.25%), Annual fees (0.75%), deducted by the management company and paid to Kanan Wealth 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.

2. Billing Schedule

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.

Service
Fee
Local & Global Investment Solutions Hourly fee*
Retirement Planning Hourly fee*
S14 transfers R2000*
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
kw-quotation
If apples are the dividends from a well-planted investment, then honey must be the sweetness you so richly deserve.
Stuart Kantor
021 461 2429
kw-quotation
If apples are the dividends from a well-planted investment, then honey must be the sweetness you so richly deserve.
Stuart Kantor
021 461 2429