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PRIVATE FEES AND SERVICES

afsafin private clients wealth and investment plan

THE WEALTH AND INVESTMENT PLAN

After an initial client briefing session, The AFSAFIN Private Wealth Team follows a concise step by step process in order to allow precise evaluation of our private client’s current position in order to plan strategic steps to protect and increase the Wealth of our clients. Once we understand our clients bespoke goals and ambition’s we follow an analytical and diligent risk approach to secure our clients success. It is like playing chess. We move and preserve strategically.

Pricing

The Fee includes:

 

 

Budgeted Time

 

 

 

 

  

WEALTH PLANNING

R 8000-00

Total time spend Approx. 15 hours = R 333.00 ph.

(Minus Legislative Commissions should they be applicable to Investment Products and Solutions)

 

Collection and Analysing of financial and Investment data from Client

  

2 Hours (Random)

Collection and Analysing of data from Financial Institutions

  

2-3 Hours (Random)

Data Capturing,  and Drafting of Plan by Wealth Planner

  

2-3 Hours (Fixed)

Briefing session with Investment Committee

  

1-2 Hours

(Set meeting)

Preparation of Investment and Recommendations Report

  

2 Hours (Random)

Presentation to client

  

2-3 Hours

(Preferable Arm’s Length Consultation)

    

Pricing excludes VAT and Travel Costs which are charged at AA Rates.

Other Fee’s:

Monthly Service Fee: R365,00 (Please refer to our standard Fee section, for information on the services rendered under this fee.) 

   
afsafin private clients risk and estate plan

THE RISK AND ESTATE PLAN

There are two concepts to a RISK and ESTATE PLAN. The first concept is eliminating RISK and the second concept is protecting and minimizing costs in a deceased ESTATE. This includes planning for the even distribution of assets and preventing unnecessary costs in an estate. It is therefore important to adhere to a comprehensive, dynamic estate plan. This PLAN is the first and most important plan in the financial planning process, as no plan will come to fruition if death, or disability happens unexpectedly.

“You Plan for retirement and wealth creation. You do not actively plan to die, become disabled or contract a dread disease. It just happens. And when it does you need to be prepared”

Pricing

The Fee includes:

 

 

Budgeted Time

 

 

 

 

 

 RISK & ESTATE PLANNING

R 8000-00

(Minus Legislative Commissions should they be applicable to Risk Products and Solutions)

 

 

 

Collection and Analysing of financial data and Insurance data from Client

  

2 Hours (Random)

Collection and Analysing of data from Financial and Insurance Data from Financial and Insurance Institutions

  

2-3 Hours (Random)

Data Capturing,  and Drafting of Plan by Wealth Planner

  

2-3 Hours (Fixed)

Briefing session with Investment Committee

  

1-2 Hours

(Set meeting)

Preparation of Strategy and Recommendations Report

  

2 Hours (Random)

Presentation to client

  

2-3 Hours

(Preferable Arm’s Length Consultation)

    

Pricing excludes VAT and Travel Costs which are charged at AA Rates.

Other Fees:

Monthly Service Fee: R 365,00 (Please refer to our standard Fee section, for information on the services rendered under this fee.)

afsafin private clients budget and debt redemption plan

THE BUDGET PLAN AND DEBT REDEMPTION PLAN

Budgeting is the process of creating a plan on how to spend your money. Analysing your budget plan gives us insight into where your income is coming from and how you are spending it. If you are spending your money on bad debt items like credit cards, overdrafts, and personal loans you will be forever prevented from creating your own wealth. Whilst spending your money on good debt for example bonds etc., or carefully structured and strategic investments you can be on your way to create your own wealth. Before you can enter a plan of debt elimination you need to ensure you actively provide for an emergency fund which should have between 3-6 months of salary in it. There are several ways on how to plan for the loss of a job, depleted hospital funds etc.

Pricing

The Fee includes:

 

 

Budgeted Time

 

 

 

 

 

 THE BUDGET PLAN

R 5000.00

(Plus, monitoring Fee of R 250,00 pm)

 

 

 

Collection and Analysing of financial data from client

  

2 Hours (Random)

Collection and Analysing of data from Financial Institutions  and  Credit Agencies

  

2-3 Hours (Random)

Data Capturing,  and Drafting of Plan by Financial Analyst

  

2-3 Hours (Fixed)

Briefing session with Investment and consolidation Committee

  

1-2 Hours

(Set meeting)

Preparation of Strategy and Recommendations Report

  

2 Hours (Random)

Presentation to client

  

2-3 Hours

(Preferable Arm’s Length Consultation)

    

Pricing excludes VAT and Travel Costs which are charged at AA Rates.

Other Fees:

Monthly Service Fee: R 365,00 (Please refer to our standard Fee section, for information on the services rendered under this fee.)

CHILDRENS FUTURE AND EDUCATION PLAN

We belief that planning for your childrens future should be a part of your Wealth and your Risk and Estate Plans. It is like that saying, “put the oxygen mask on your own face first”. If you have a “wealth Plan” which is well planned you should be able to pay for your childens education out of your investments. If you are not yet there with your investments but you are on your way to financial freedom, heading for a “reserve” position, – and you have time on your side, the only thing that you really need to be concerned about, is that your childrens needs are provided for in your “Financial Risk” plan. So what we are really saying is this subject calls for an in-debt conversation and analyses, before any recommendations can be made.

Pricing

The Fee includes:

 

 

Budgeted Time

 

 

 

  

 

THE CHILDRENS EDUCATION PLAN

FREE AS PART OF THE WEALTH OR RISK AND ESTATE PLANNING

(Plus, monitoring Fee of R 250,00 pm)

 

 

 

Collection and Analysing of financial and Investment data from Client

  

2 Hours (Random)

Collection and Analysing of data from Financial Institutions

  

2-3 Hours (Random)

Data Capturing,  and Drafting of Plan by Wealth Planner

  

2-3 Hours (Fixed)

Briefing session with Investment Committee

  

1-2 Hours

(Set meeting)

Preparation of Investment and Recommendations Report

  

2 Hours (Random)

Presentation to client

  

2-3 Hours

(Preferable Arm’s Length Consultation)

    

Pricing excludes VAT and Travel Costs which are charged at AA Rates.

Other Fee’s:

Monthly Service Fee: R 365,00 (Please refer to our standard Fee section, for information on the services rendered under this fee.)