Choose your membership
We offer 3 tiers of transparent financial services designed to grow with you and your family. No hidden fees.
Core
Essential financial planning for high-income earners accumulating wealth.
Features:
- Comprehensive financial plan
- Tax-efficient investment structuring
- Quarterly strategy review (4x/year)
- Direct WhatsApp access to advisor
- Client portal access
Horizon
Strategic advisory for executives and business owners navigating complexity.
- Everything in Core, plus:
- Proactive annual tax reviews
- Retirement projection modelling
- Business owner structuring guidance
- Strategic review every two months
- Same-day response commitment
- Estate planning coordination
Apex
Bespoke solutions for complex holdings requiring white-glove service.
- Everything in Horizon, plus:
- Monthly strategy reviews
- Cross-border tax coordination
- Trust and estate structuring
- Family governance facilitation
- Coordination across all advisors
- Dedicated annual planning day
Advisor Access
Strategy Reviews
Onboarding Meeting
Direct Access
Response Time
Partner/Spouse Included
Portfolio Reporting
Annual Planning Day
Multi-Advisor Coordination
Financial Planning
Comprehensive Financial Plan
Goal Setting & Tracking
Cash Flow Analysis
Debt Repayment Strategy
Scenario Modelling
Investment Planning
0% AUM Fee
Portfolio Recommendations
Platform Coordination
Rebalancing Guidance
Offshore Investments
Tax Planning
Tax-Efficient Investments
Proactive Tax Reviews
Tax Projections & Scenarios
Capital Gains Tax Planning
Cross-Border Tax Coordination
Estate Planning
Estate Plan Review
Beneficiary Designation Review
Trust Planning
Estate Duty Minimisation
Business Succession Planning
Retirement Planning
Retirement Projections
Retirement Drawdown Strategy
Pension Fund Consolidation
Living Annuity Management
Insurance Planning
Insurance Needs Analysis
Coverage Gap Analysis
Provider Coordination
International Planning
Foreign Exchange Allowances
Offshore Structuring
Emigration Financial Planning
Self-Employed Planning
Business Structure Guidance
Self-Employed Retirement Planning
See how much you can save
AUM advisors charge a percentage of your assets forever. Our Core and Horizon memberships allow more of your wealth to stay with you.
Bauer Bersella Membership
R 23 304 786
After 20 years
AUM Advisor
R 19 348 422
After 20 years
Wealth Retained
+R 3 956 364
Kept in your portfolio
Projections assume 8% annual return. Actual returns will vary. For illustration only.