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Our Fees

Everyone’s goals and needs vary and individual financial situations are different. The fees that you will be paying are going to depend on the level of financial planning services and related products you may select from AFSAFIN. All of this will be factored into the fees you pay.

Your initial consultation with an AFSAFIN Consultant is complimentary.

It includes an initial written plan with recommendations. Our Solution Specialist will answer your questions about product fees and commissions and what they include if and when applicable.

Ongoing Service Fees

As an AFSAFIN Client, you will pay a monthly Services fee for ongoing Financial Planning Services that you receive from our Offices. This Fee amount is dependent on your status as an AFSAFIN client, the package you qualify for and/or the Package you accept. It covers all the following Services but dependant on your package, It might include more benefits which will be discussed with you in our initial interview.
The Fee also includes free telephonic advice support with your nominated planner at a time when the planner is free to take your calls. When your planner is in conversations or meetings you will be phoned back as soon as possible.

Single Need or Specialized Services Fees

Investment Accounts and Management Fees

All Investment accounts and management fees are charged based on the products and services you purchase or invest in. Some products are provided with a once-off advice fee, others with a monthly fee, some products provides for a choice of both. Our Solutions Specialists will answer all your questions regarding this and explain all the options to you.

How our Advisors are Compensated

Our advisors are compensated through various remuneration models, including salaries, incentives and other models of compensation.