Pricing
"You Get What You Pay For"
At Mentorfin we believe in offering exceptional value. While we understand that price is an important factor, we also know that quality and results matter just as much. Our pricing reflects the expertise, care, and high standards we put into every service or product.
When you choose us, you're investing in:
Quality
We don’t cut corners. Our solutions are built to last, and we stand behind the results.
Expertise
Our team is made up of experienced professionals who are committed to delivering the best.
Customer Care
We are here for you every step of the way, ensuring your satisfaction is our top priority.
So, while you might find “cheaper” options elsewhere, remember:
YOU GET WHAT YOU PAY FOR
We offer premium quality service that will give you long-term value, reliability, and peace of mind. We charge professional fees for the services we render and are not commission earners or product sales people.
Personal Coaching
Jump to Business Coaching
Core |
Foundation |
Elite |
| You’ve already undergone financial coaching or you’ve just started out, but you want expert guidance. | The ideal package for you and your spouse together. You have started out, but need your journey clarified. | For you and your family. Ideal for professionals and business owners requiring in-depth planning across all aspects. |
| Needs Analysis – 45 minutes | Needs Analysis – 1 hour | Needs Analysis – 2 hours |
| Goals Session – 45 minutes | Goals Session – 1 hour | Goals Session – 2 hours |
| Dashboard Set-Up – 45 minutes | Dashboard Set-Up – 1 hour | Dashboard Set-Up – 2 hours |
| Portfolio Summary with a specialist/s -45 minutes | Portfolio Summary & Review with a specialist/s-1 hour | Portfolio Summary & Review with a specialist/s – 2 hours |
| Complimentary Will Session | Complimentary Will Session incl. Standard Drafted Will | Complimentary Will Session incl. Professionally Drafted Advanced Will |
| Income Tax Consult – 45 minutes | Expert Income Tax Consult | |
| Personalised Wealth Report | Personalised Wealth Report | |
| Budgeting Session | Budgeting Session | |
R3,500 one-off |
R5,000 once-off (most popular) |
R10,000 once-off |
Core |
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| You’ve already undergone financial coaching or you’ve just started out, but you want expert guidance. | ||
| Needs Analysis – 45 minutes | ||
| Goals Session – 45 minutes | ||
| Dashboard Set-Up – 45 minutes | ||
| Portfolio Summary | ||
| Complimentary Will Session | ||
R3,000 one-off |
Foundation |
| The ideal package for you and your spouse together. You have started out, but need your journey clarified. |
| Needs Analysis – 1 hour |
| Goals Session – 1 hour |
| Dashboard Set-Up – 1 hour |
| Portfolio Summary & Review – 1 hour |
| Complimentary Will Session incl. Standard Drafted Will |
| Income Tax Consult – 45 minutes |
| Personalised Wealth Report |
| Budgeting Session |
R5,000 once-off |
Elite |
| For you and your family. Ideal for professionals and business owners requiring in-depth planning across all aspects. |
| Needs Analysis – 2 hours |
| Goals Session – 2 hours |
| Dashboard Set-Up – 2 hours |
| Portfolio Summary & Review – 2 hours |
| Complimentary Will Session incl. Professionally Drafted Advanced Will |
| Expert Income Tax Consult |
| Personalised Wealth Report |
| Budgeting Session |
R10,000 once-off |
Optional Yearly Renewal |
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| Rome wasn’t built in a day. It’s important to realise that managing financial goals is a journey. Your coach and mentor will keep you guided and hold you accountable. |
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Monthly Check-In |
6-Monthly Check-In |
Check-In On Demand |
| 2 Hours over 2 Meetings | 3 Hours over 2 Meetings | 6 Hours per Quarter |
R1000 per month |
R350 per month |
R1,750 per month |
Optional Yearly Renewal |
| Rome wasn’t built in a day. It’s important to realise that managing financial goals is a journey. Your coach and mentor will keep you guided and hold you accountable. |
Quarterly Check-In |
| 2 Hours over 2 Meetings |
R300 per month |
6-Monthly Check-In |
| 3 Hours over 3 Meetings |
R550 per month |
Check-In On Demand |
| 8 Hours per Quarter |
R1,500 per month |
| Customised Consulting can also be arranged at an hourly rate. This is mostly applicable to the Elite offering. |
Business Coaching
| Pricing for Business Coaching is calculated on a per-case basis based on the specific requirements of each business. Let’s arrange a meeting to discuss the way forward for your business. |
Why Choose Us?
Proven Track Record
With three decades of experience, we have a deep understanding of market trends and financial principles that can directly benefit you.
Personalised Service
We take the time to listen to your needs and aspirations, creating customized plans that reflect your unique circumstances.
Holistic Perspective
Our comprehensive approach means we look at the big picture, integrating various aspects of your financial life to ensure coherence and effectiveness.