MAXIMISE YOUR MONEY, OPTOMISE YOUR COSTS
Let us save you thousands of Rand in unnecessary fees and hundreds of thousands over your lifetime.
TRADITIONAL REMUNERATION MODEL
Many advisers are incentivised for sales. This may cause conflict of interest which may distract the appropriateness of the solution.
REMUNERATION AFFECTS BEHAVIOUR
REVOLVING DOOR ON TALENT
Traditional brokerage models do not reward advisers to build long term relationships as most leave for better offers. This results in a change of financial adviser which may affect continuity of relationship and strategy.
What sets us apart
There is an inextricable link between the quality of the advice and the appropriateness of the fee paid. We ensure our client’s best interests are taken into consideration in all aspects of our relationship and our fee structure is no different. We believe a family-based fee model is optimal as it reduces unnecessary costs and charges.
Reduced Fees
We offer lower asset based fees for families which are determined by the size of your investments with Quadrant Wealth.
Cash Back Guarantee
If we can't reduce your investment fees or save you money by more than the cost of our service, we will refund your full paid plan.
SHARED VALUE AT AN AFFORDABLE PRICE WITH ADVICE THAT IS RIGHT FOR YOU.
CHOOSE THE OPTION THAT MEETS YOUR NEEDS
A free exploratory consultation provides insight into our professional practice and how we add value.
WEALTH STRATEGY ANALYSIS & REPORT
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Drafting report and strategy.
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Lifestyle Analysis.
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Cash Flow plan.
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Formulating a proposal for portfolio construction.
RETAINER SERVICE
Three hours of advice and professional service per month, comprising:
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Telephonic discussions and recommendations
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Face to face meeting when required.
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Consider and discuss ways to optimise personal, financial, and banking needs.
TIME BASED
We simplify the complexity of markets and portfolio construction.
SINGLE NEED
This entails a 60 minute consultation via video call to discuss one or two of your most pressing needs.
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