How we charge
Complimentary conversation
You will receive valuable insight into your life and financial situation that you can take away with you. We will assess, once we have taken time to understand you, if we are a good fit to work together and if our service will be of benefit to you.
Our charging structure
At PenShare we have a minimum investible asset value of R5 million per client, where the annual financial planning fees of 1% (excluding VAT) are typically deducted from the value invested monthly. Higher investment values could qualify for a lower financial planning fee, depending on the complexity of the planning required.
If you are still in the process of building towards an investible asset value of R5 million, we can discuss different payment options for the financial planning process you will receive.