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Building Wealth, Empowering Dreams

The 3 Wealth Building Solutions

Each uniquely designed to meet you where you are at

with the type of help you prefer

    Integrum Kickstart Wealth Building Plan

    Ideal for:

  • I am starting out on my wealth building journey

  • OR

  • I want to explore and grow my knowledge on my money, what my financial goals and dreams are and understand how to reach them

    What's Included:

  • Clarity on where I want to go – My Money, My Dependents and My Financial Goals

  • A Stocktake - Understanding where I am today/What My Starting Point is

  • The Kickstart Wealth Plan – A personalised plan emailed to me with tailored tips and guidance across the 6 important aspects of my money including how to reach my goals

  • 60min virtual meeting with the Financial Coach who worked on my plan to answer any related questions I might have

    Once-off or On-going

  • ONCE-OFF 

  • The Kickstart Wealth plan gives you a single personalised view on your money and your financial goals giving you insight and helping you to make confident money decisions

R3,850


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    Integrum Complete Wealth Building Plan

    Ideal for

  • I am serious about my wealth building journey but want to reach my financial goals in a minimal-fuss way

  • AND / OR

  • I want access to a dedicated expert who helps me stay on track in reaching my financial goals

    What's Included:

  • Clarity on where I want to go – My Money, My Dependents and My Financial Goals

  • A Stocktake - Understanding where I am today/My Starting Point

  • The Complete Wealth Plan – A personalised plan emailed to me with tailored tips and guidance across the 6 important aspects of my money including how to reach my goals. 

  • ‘How To Implement My Plan’ (Product view) – my personal Financial Coach identifies best-fit products for my financial goals, including a comprehensive review on my current products


  • A 120mins or 2x60mins virtual meeting(s) with my Financial Coach to discuss my personalised plans and next steps


  • Implementing my plan – My personal Financial Coach assists me to implement my plan


  • Stay on Track - Regular feedback, updates, annual reviews and continuous support from my Financial Coach to ensure I stay on track and reach my goals

    Once-off or On-going

  • ON-GOING

  • A detailed view on your money and financial goals including implementation of best-fit products by your personal Financial Coach

  • Continuous support from your Financial Coach, helping you stay on track and reach your goals in an easy and convenient way

R7,950 (once-off)

+ R495 p.m.

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    Integrum DIY

    Wealth Building Plan

    Ideal for:

  • I see myself as a ‘savvy money DIYer’ (e.g. I manage my own investments) and am looking for once-off advice to implement on my own

  • OR:

  • I already have a financial advisor but would like a once-off independent review/second opinion on how I’m doing

    What's Included:

  • Clarity on where I want to go – My Money, My Dependents and My Financial Goals

  • A Stocktake - Understanding where I am today/My Starting Point

  • The DIY Wealth Plan – A personalised plan emailed to me with tailored tips and guidance across the 6 important aspects of my money including my financial goals and progress

  • ‘How To Implement My Plan’ (DIY Product view) – my Financial Coach identifies best-fit products for my financial goals, including a comprehensive review of my current products


  • A 90min virtual meeting with the Financial Coach who worked on both of my plans to answer any questions I have, enabling me to implement it on my own

    Once-off or On-going

  • ONCE-OFF

  • A single, holistic and personalised view on your money and financial goals including a full product review and guidance on best-fit products for your financial goals, which you can implement on your own

R12,750


Get It Now
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