We strive to win by constantly improving, committed to out-thinking and out-executing our competitors. We take on what others dismiss as impossible, and solve hard problems that others walk away from.
We strive to be exceptional.
We deliver exceptional service to our clients.
The culture within the company is central to the client experience, this leads to our clients trusting us
with their assets and portfolio.
We know that our high net worth clients, want the ability to be heard, get answers to their questions, and be
there when we are needed.
FEE BASED FINANCIAL PLANNING PLANS AND RATES
Essential Plan
Financial Planning Review that will help you understand your basic portfolio- with recommendations.Completely Independent and with no influence from any third party.
R
500
00
Monthly ex Vat -
Independently review your existing policies
-
Financial Needs Analysis on Life Products
-
Retirement Tracking Snapshot
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One Online Review
Review Sample
You can upgrade your plan at a months notice.
*If we are appointed as your adviser on your policies there may be a *reduction in the monthly fees- *Product Specific
Our Advice fees are 0.5% of the Assets Under Management, which are excluded from the monthly service fee
*If we are appointed as your adviser on your policies there may be a *reduction in the monthly fees- *Product Specific
Our Advice fees are 0.5% of the Assets Under Management, which are excluded from the monthly service fee
Classic Plan
Review and Understand your portfolio, funds and structures.We will build and Implement a custom plan based on your needs and affordability.
R
1500
00
Monthly ex Vat -
Independently review your existing policies
-
Financial Needs Analysis
-
Investment Goal Tracking
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Retirement Snapshot
-
Independently review your underlying Investments and make recommendations, on what the best fund formations should be based on your risk profile
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Quarterly Investment Reports and Market commentary, with portfolio tracking
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Annual Review on your portfolio Online or at our Offices
Review Sample
You can upgrade your plan at a months notice.
*If we are appointed as your adviser on your policies there may be a *reduction in the monthly fees- *Product Specific
Our Advice fees are 0.5% ex Vat of the Assets Under Management, which are excluded from the monthly service fee
Comprehensive Plan
Boutique approach to your portfolio, we assess every aspect of your financial needs- Local and Offshore Investments, Estate Planning, as well as legacy planning for your posterity. We will structure the plan, and modify it as your family situation changes- you will have access to the top advisers in the country to advise you on your portfolio.
R
2500
00
Monthly ex Vat -
Independently review your existing policies
-
Financial Needs Analysis
-
Retirement Tracking
-
Investment Goal Tracking
-
Independently review your underlying Investments and make recommendations, on what the best fund formations should be based on your risk profile
-
Quarterly Investment Reports and Market commentary, with portfolio tracking
-
Access to the latest product and investment enhancements available to your portfolio.
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Due Diligence on Investment opportunities, offered by 3rd parties to you
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Bi-Annual Review on your portfolio Online or at our Offices
Review Sample
You can upgrade your plan at a months notice.
*If we are appointed as your adviser on your policies there may be a *reduction in the monthly fees- *Product Specific
Our Advice fees are 0.5% ex Vat of the Assets Under Management, which are excluded from the monthly service fee
You can upgrade your plan at a months notice.
*If we are appointed as your adviser on your policies there may be a *reduction in the monthly fees- *Product Specific
Our Advice fees are 0.5% ex Vat of the Assets Under Management, which are excluded from the monthly service fee
Popular
Executive Plan
Having your own family CFO, that has all the skills required to execute and build your wealth. Gray Capital is completely independent and is available to you and your family to make sure that your Investments, Risk structures , and Financial plan is built for you using the best solutions with leading world institutions. We will make sure that you that you can focus on what made you wealthy, and not worry about what else needs to be done. We offer you piece of mind while knowing you have taken care of your wealth for future generations.
R
5000
00
Monthly ex Vat -
All the previous plan benefits including personal financial concierge service
-
Independently review your existing policies
-
Bi-Annual Financial Needs Analysis
-
Retirement Tracking Snapshot
-
Independently review your underlying Investments and make recommendations, on what the best fund formations should be based on your risk profile
-
Monthly Tracking Reports, Quarterly Investment Reports and Market commentary, with portfolio tracking
-
Bi-Annual and or Quarterly Review on your portfolio
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Formulate Exit strategies from your businesses
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Global Wealth formulation strategies
Review Sample
You can change your plan at a months notice.
*If we are appointed as your adviser on your policies there may be a *reduction in the monthly fees- *Product Specific
Our Advice fees are 0.5% ex Vat of the Assets Under Management, which are excluded from the monthly service fee
*If we are appointed as your adviser on your policies there may be a *reduction in the monthly fees- *Product Specific
Our Advice fees are 0.5% ex Vat of the Assets Under Management, which are excluded from the monthly service fee