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 |
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.
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
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