Actual financial advice, like it should be

100% unbiased advisors here to build your future, not sell you financial products

  • SA’s first flat-fee, unbiased financial advice platform

  • Offering flexible subscriptions

  • Empowering you to take control of your finances

  • Matching you with our Certified Financial Planners™ (CFPs)

Schedule a free 20 min consultation

Let’s get to know each other and chat through your goals

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Transparent monthly subscriptions

Whether just starting your personal finance journey or already further along the path, we have a plan for you.

Starter

Low complexity clients in their first few years of working
R600 - R999 per month incl. VAT
  • One income source Typically salary is only source of income
  • Three or less financial products You currently have a limited amount of financial products, perhaps a retirement annuity, disability cover and unit trusts
  • Strictly flat-fee model No selling, no commission, just objective advice for a monthly subscription. The only way our advisors are remunerated is on a transparent, monthly subscription. They can advise on financial products, but there is no incentive to sell them
  • Regular meetings Monthly, quarterly or semi-annually to suit your needs

Seed

Low complexity clients in the early stages of their financial journey
R1000 - R1999 per month incl. VAT
  • One income source Typically salary is only source of income
  • Three or less financial products You currently have a limited amount of financial products, perhaps a retirement annuity, disability cover and unit trusts
  • Strictly flat-fee model No selling, no commission, just objective advice for a monthly subscription. The only way our advisors are remunerated is on a transparent, monthly subscription. They can advise on financial products, but there is no incentive to sell them
  • Regular meetings Monthly, quarterly or semi-annually to suit your needs

Signature

Mid complexity clients with a more varied set of financial considerations
R2000 - R3499 per month incl. VAT
  • One or two income sources You draw income from a salary but may have an additional source such as rental income or proceeds from property sales
  • Four to seven financial products You currently have a more varied set of financial products which could include retirement products, life and disability cover, stocks or exchange traded funds
  • Strictly flat-fee model No selling, no commission, just objective advice for a monthly subscription. The only way our advisors are remunerated is on a transparent, monthly subscription. They can advise on financial products, but there is no incentive to sell them
  • Regular meetings Monthly, quarterly or semi-annually to suit your needs

Infinite

Complex clients with multiple incomes sources and financial products
R3500 - R6999 per month incl. VAT
  • Two or more income sources Typically multiple incomes sources such as salary, rental income, capital appreciation or business profit
  • Eight or more financial products You have a more complex set of financial products and investments that could include stocks, exchange traded funds, offshore investments or shares in a business
  • Strictly flat-fee model No selling, no commission, just objective advice for a monthly subscription. The only way our advisors are remunerated is on a transparent, monthly subscription. They can advise on financial products, but there is no incentive to sell them
  • Regular meetings Monthly, quarterly or semi-annually to suit your needs

What to expect

1

Let’s talk

Book a free 20-minute call with a Doshguide consultant

Find out if we’re the right fit for you + get matched with the ideal advisor

2

Meet your match

Obligation-free, 45-minute meeting with an advisor

Learn about them, chat about you, and see if they’re the right fit

3

Start your journey

Kick off the process with your advisor

Take the first steps towards answering your key money questions

As seen in

SABC News logo on a black background
News24 logo in light blue on black background
Moneyweb logo with financial growth graph design
Honest Money logo with upward trend graph