Analyzing Data

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.

You at the core of everything we do and our principle of client first ensures we add value every step of the way. It's this stewardship where our on-going advice can save you 1.6% - 4.4% of annual fees.

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.

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

  • Drafting report and strategy.

  • Lifestyle Analysis.

  • Cash Flow plan.

  • Formulating a proposal for portfolio construction.

TIME BASED

 

We simplify the complexity of markets  and portfolio construction.

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RETAINER SERVICE

 

Three hours of advice and professional service per month, comprising:

  • Telephonic discussions and recommendations

  • Face to face meeting when required.

  • Consider and discuss ways to optimise personal, financial, and banking needs.

SINGLE NEED

 

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This will entail a 60 minute consultation via video conference where we will discuss 1-2 of your most pressing need. Finding n

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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. 

Choose the options that meets your need

  • Best Value

    EXECUTIVE

    R8500
    If you serious about your financial future
    Valid for one year
    • Recommendations & Action Plan
    • 3 face meetings per year
    • Will Review
    • Analyse your existing strategy
    • Reduced fee when plan implemented
    • Prioritised response and service delivery
    • Integrate your plan with 22/7 banking app.

  • QUICK START

    R4500
    Light Version of Executive Plan
    Valid for 3 months
    • 60 minute discovery meeting
    • Develop an action plan
    • Product Provider
    • Schedule of your plan

  • SINGLE NEED

    R6500
    Focus on your most pressing need
    Valid for 3 months
    • 60 Minute consultation via video conference
    • Discuss 1-2 most pressing financial issues
    • Findings & Recommendation
    • Cost Efficiency & Reductions
    • Schedule of your portfolio
    • Determine the best approach
    • (OPTIONAL) Summary with actionable items you can implement

VIEW THE DIFFERENT PLANS

SHARED VALUE AT AN AFFORDABLE PRICE WITH ADVICE THAT IS RIGHT FOR YOU.