Personal Financial Planning and Life Management Packages

Our expertise goes beyond financial planning to include comprehensive life management, embracing a ‘whole person’ approach. We are committed to providing exceptional value at significantly reduced rates, reflecting our dedication to ethical client support and education. This aligns with the FSCA’s mission to transform financial services for the benefit of clients.

How it Works

Get immediate access when you subscribe online.

Browse our exclusive packages for one that delivers on your needs and expectations. Each package offers additional features, benefits, and different caps (maximums) on our commission and fees.

Once you are satisfied with your selection, click on GET STARTED and review your package. Then fill out the form and proceed to payment. You will be redirected to our payment gateway.

After purchase, you will get a confirmation email and a Welcome Pack. Paid plan members will also receive a link to register on My Vault, our Financial & Life Management System.

Your Welcome Pack will contain all the relevant information as it pertains to your package, the services, and benefits that are available to you as a valued client. It will also be stored on My Vault for paid plan members.

When we're done with onboarding, you will be ready to book your first appointment by using the Booking Form on our website. No frills. Just pure convenience!

Introducing My Vault

The smart way to organise your life, manage your financial affairs, and stay connected to your advisor. Online. Secure. Accessible 24/7.

Included in all our paid packages!

Read more in our FAQ section

The Celagenix® Difference

Instead of sticking to the old-school 'sales-first' advisory model, we shook things up with a fresh approach that gives YOU the lion's share. For a small fee, you will gain access to top-tier advice, an array of game-changing features and functionality, and unlock significantly reduced rates for our ongoing management services. Once you've crunched the numbers, you will never look back.

Read the Case Study of Mr. G

Try our convenient Premium Savings Calculators and Future Value Calculator for yourself to see how our fees can impact your savings!

Packages

The best value in the industry, guaranteed.

Frequently Asked Questions

Need more information on our Personal Financial Planning & Life Management Packages?

Simply schedule a booking online, or get in touch!

Celagenix Financial Services, a wholly owned subsidiary of Celagenix Holdings (Pty) Ltd, is an authorised Financial Services Provider in terms of Section 8 of the FAIS Act.

FSP Number: 51436