Fees List for Tax and other Services rendered : 2021

Effective from 1 April 2021

Please note: fees are reviewed on an annual basis for CPI adjustments and will be posted on our website and provided to clients on review. All fees are inclusive of VAT – We reserve the right to request a deposit


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Consultation per Hour

Full Personal Financial Needs Analysis (FNA)

Financial & Investment Planning : Basic

Financial & Investment Planning : Advanced

Key Person – Estelle CFP® (Consultation only – hourly rate)
Senior Consultant – Sales (Consultation only – hourly rate)
Representative (Consultation only – hourly rate)

Tax Administration

Income Tax Registrations (Individual)

Basic Tax Return

Tax Return with car allowance

Tax Return, calculation of deductions as well as car allowance

Provisional Tax Return (IRP6 Form)

Provisional Tax – “nil” return (no calculations made)

Pensioner Rates (any tax returns)

Request income tax certificate / tax clearance / good standing (existing tax clients)

Admin Fees : Insurance Products per Policy


Cancellations / Surrenders

Updating of Assurance Portfolio (per policy / investment)

Policy Amendments (without commission earnings)

Any admin request not mentioned

Address changes – all companies

Change of Beneficiary

Application for Policy Loan

Wills (administration / drafting)

Wills (amendments)

All above prices are inclusive of VAT

Download Our Fees List

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