Flat fees with no significant conflicts of interest
We understand that fees erode your wealth over time. At Future First, our ransparent fee structure ensures that your best interests are our priority.
We do not sell anything, which allows us to advise our clients with no significant conflict of interest.
We offer flexible planning processes and payment terms.
Please note that the pricing below reflects inflation adjustments effective January 1, 2022.
| Initial process | ||
|---|---|---|
| Limited Review | Comprehensive Plan | |
| Typical Clients | DIY investors; early-to-mid career professionals with a solid financial foundation looking for answers to a limited set of financial questions | DIY investors; early-to-mid career professionals looking for detailed guidance across a range of financial planning and investment topics. |
| Upfront One-Time Planning Fee | R15,600 | R46,120 |
| Initial Planning Process | One 1-hour Zoom call meeting; client-led process; brief summary planning report; review of 1-2 planning topics, and a second set of eyes on financial situation | Two 2-hour Zoom call meeting; advisor-led process; detailed written planning report; full review of cash flows, contingencies, debt management and investing. |
| Initial Future First Prep and Implementation Time | Approximately 3 hours | Approximately 8 hours |
| Typical Ongoing Support | FirstCare Limited, but can choose FirstCare anytime if desire more support | FirstCare,but can choose FirstCare Limited anytime if desire less support |
Hourly consultations are available at R1850/hr for clients who are not seeking investment advice and have a limited set of questions.