Initial Consultation

Every client’s situation is unique, which is why our initial consultation is designed to gather a full picture of your financial needs and goals. Whether you’re looking to plan for retirement, review your life cover, optimise your investments, or ensure your estate is well-structured, this session helps us understand where you are now and where you’d like to be.

The consultation is up to an hour and covers a range of essential financial planning topics tailored to your circumstances. Together, we’ll explore options, identify areas for improvement, and create a personalised financial plan to help you achieve your financial objectives.

Our fee includes:

• A detailed review of your current financial position, supported by relevant reports (e.g., investment or credit summaries, as needed).
• Expert advice specific to your financial goals.
• A comprehensive financial plan with clear, actionable recommendations for you to implement.
• Downloading your astute report so that we can see all investments and policies that you may have in your name

This is your opportunity to take control of your financial future with expert guidance at your side.

Please note that before we can advise you, you will have to formally appoint ThuthukaSA as your nominated financial advisor by signing a Letter of Authority which will be emailed to you after you check out this service. Note that it is a requirement of the Financial Advisory and Intermediary Services Act that you formally appoint us.

We invite you to read the following newsletters in our blog so you have a sense of what we have done for some of our customers, they can also help you prepare for your consultation:

1. Ending the year well without debt & with money for varsity fees for the kids
2. From six Debts in April to 0 debts in November – Thanks Jolene for allowing me to share your story
3. How we saved Nathi from R19 750 monthly credit card payments in two days
4. Debts Paid in Full – We continue to take customers out of expensive debt
5. Ending the year well with R1, 25Mil
6. R448,480.26  debts paid in full, nice way to start the year