Monthly retainers

A partner for every month of the year

One partner. Every step of your growth.

Ongoing strategy, accountability and hands-on support for owners who want steady, lasting progress, not a once-off fix.

Ballito · Durban · Cape Town · Fourways · Online across South Africa

Why a retainer

Momentum beats motivation

Most owners know what needs to change. The hard part is finding the time, perspective and discipline to do it while running the business.

A retainer gives you a regular rhythm: clear priorities, honest conversations, someone watching the numbers with you and practical help to put systems in place. Month by month, the business gets stronger and less dependent on you.

Your vision. Our commitment.

An Altiora consultant working through a plan with a business owner

Packages

Choose your level of support

Three packages, each confirmed in writing and tailored to your business during onboarding.

Monthly retainer

Essentials

A trusted sounding board and monthly accountability.

FromR2,999/ month
  • One 90-minute strategy and accountability session a month (online or in person)
  • Monthly review of your key numbers and priorities
  • A 90-day priorities plan, refreshed every quarter
  • Email support between sessions (reply within 2 business days)
  • Access to relevant Altiora Library templates
Who it suitsOwner-run businesses, solo professionals and early-stage founders who know what to do but want structure, perspective and someone to hold them to it.
Recommended for growing teams

Monthly retainer

Growth

Strategy, systems and numbers, working together.

FromR6,999/ month
  • Two sessions a month: one strategy, one implementation
  • Monthly management-information review with a KPI dashboard we help you set up
  • Rolling 13-week cash flow forecast review
  • One systems project a quarter (e.g. SOPs, pricing review, CRM set-up guidance; CRM set-up itself is a once-off fee, quoted separately)
  • Quarterly manager or team coaching session
  • Priority email and WhatsApp support (reply within 1 business day)
  • Annual funding-readiness check
  • Quarterly business review
Who it suitsEstablished businesses with a small team that are ready to grow, need better numbers and systems, and want an owner who can step out of firefighting.

Monthly retainer

Partner

A hands-on growth partner at your table.

FromR14,999/ month
  • Weekly or fortnightly sessions, up to an agreed number of hours a month
  • Hands-on implementation support between sessions
  • Monthly leadership meeting facilitation
  • CRM and systems implementation oversight (CRM set-up is a once-off fee, quoted separately)
  • Funding-readiness preparation: document pack review, business summary and projections support
  • Annual strategy day with your leadership team
  • On-site visits in Durban (visits outside Durban are billed separately)
  • Same-business-day priority support

On-site visits outside Durban, including travel costs, are billed separately.

Who it suitsMulti-site or fast-growing businesses, family businesses planning succession, and owners preparing for funding, expansion or a major change.

Prices in South African Rand. “From” prices are a starting point: your exact scope, deliverables and monthly fee are confirmed in a written engagement letter before anything starts. Need something different? Talk to us about a custom retainer.

Compare

Side by side

What is includedEssentialsGrowthPartner
Monthly sessions1 × 90 min2Weekly or fortnightly
Key numbers reviewMonthlyMonthly + KPI dashboardMonthly + KPI dashboard
13-week cash flow review–✓✓
90-day priorities plan✓✓✓
Systems projects (SOPs, pricing, CRM)–One a quarterOngoing
Team or manager coaching–QuarterlyMonthly leadership meeting
Funding readiness–Annual checkFull preparation support
Annual strategy day––✓
On-site visitsOn request (quoted)On request (quoted)Included as agreed
Support between sessionsEmail · 2 business daysEmail & WhatsApp · 1 business daySame business day
Quarterly business review–✓✓
Minimum term3 months3 months3 months
Monthly feeFrom R2,999From R6,999From R14,999

How it works

From first call to monthly rhythm

01

Discovery call

A relaxed conversation about your business, your goals and where you feel stuck. No obligation.

02

Proposal and scope in writing

We recommend a package and confirm the exact scope, deliverables, fees and term in a written engagement letter before anything starts.

03

Onboarding diagnostic

In the first month we review your numbers, systems and priorities, and agree your 90-day plan.

04

Monthly rhythm

Regular sessions, clear actions and support between meetings keep momentum going.

05

Quarterly review

Every quarter we measure progress, reset priorities and confirm the package still fits.

Terms in brief

Clear, fair and in writing

A summary only. The full Retainer Terms apply, together with your engagement letter.

Minimum term

Each retainer has a minimum term of 3 months, after which it continues month to month.

Scope confirmed in writing

The services, deliverables, hours and fees for your retainer are confirmed in a written engagement letter. Work outside that scope is quoted separately and only starts once you approve it.

Fees and payment

Fees are billed monthly in advance via PayFast (card or debit) on your subscription date. Altiora is not registered for VAT.

Notice

After the minimum term, either party may end the retainer on 30 days' written notice.

Unused time

Sessions and hours are planned month by month. Unused time can be carried over to the next month only, then lapses.

Travel and third-party costs

On-site visits outside Durban are billed separately. Travel and any third-party costs, such as software licences, are agreed with you in advance.

Independent advice

Where you need legal, tax, accounting, insurance or regulated financial advice, we will recommend that you consult an appropriately qualified professional and work alongside them.

No guaranteed outcomes

We commit to doing excellent work with you. Every business is different, and no particular result, including funding approval, can be guaranteed.

Apply

Start with a conversation

Tell us a little about your business. We will reply within two business days to arrange your discovery call.

Required fields are marked *. Submitting this form does not commit you to anything.

FAQs

Retainer questions

What is the difference between a retainer and a once-off project?

A project solves a defined problem, such as a funding pack or a CRM set-up. A retainer gives you an ongoing partner who helps you set priorities, stay accountable and keep improving month after month. Many clients start with a project and continue on a retainer.

Can I change packages?

Yes. You can move up a level at any time, and move down at the end of your minimum term or by agreement. We review fit at every quarterly review.

Do you work online?

Yes, anywhere in South Africa. We also meet in person in Ballito, Durban, Cape Town and Fourways; on-site visits outside Durban are billed separately.

Is this the same as having an accountant or lawyer?

No. We are business consultants and coaches. We work alongside your accountant, tax practitioner and attorney, and refer you to qualified professionals for regulated advice.

Will you help us get funding?

On the Growth and Partner packages we help you become funding-ready and prepare a strong application. Altiora is not a lender or credit provider; funders make their own decisions and no one can guarantee approval.

How quickly can we start?

Usually within a couple of weeks of your discovery call, once the scope and engagement letter are signed.

Let’s talk

We’re not just building businesses. We’re building legacy.

Book a call and let’s find the right level of support for where your business is today.

Disclaimer: Altiora Business Management is a business consulting practice. We are not a lender or credit provider and do not provide credit, insurance, investments or regulated financial, legal or tax advice. Where specialist or licensed advice is needed, we will recommend you speak to an appropriately qualified professional. Every business is different and no particular outcome is guaranteed.