New generation financial planning

Velocity Club is for people who aspire to achieve everything they want from life. The sky’s the limit with a professional Advice Team right next to you.

How important is it to you to achieve your life goals?

Money is personal. We help you make the connection between your life, your goals and your money. Our Money Plans are realistic, based on honest, straightforward advice by a team of professionals that wants to be part of your journey to success.

I’d like to find out more

UPCOMING WEBINARS

INSIDESCOOP

You’re invited to attend our free INSIDESCOOP webinars for the next 3 months. Join like-minded people in an open space for sharing ideas, honest conversations and learning. #VelocityClub

Making your money move when the world stops moving

FREE WEBINAR | 18 September 2020

Nicolette Mashile

Media personality and financial guru.

Topic

At our next #InsideScoop webinar, we'll be joined by financial powerhouse Nicolette Mashile. She's a multi-talented media personality, actress, radio host and founder of Financial Bunny. If you're keen to learn about her insights on financial wellbeing and more, register for the free webinar.

Register for the free webinar on
18 September 2020 at 13:00

Register

In case you missed our previous webinars

The art of balance

27 August 2020 | 1 minute video

Olwethu Leshabane

Brand and digital strategist, entrepreneur, author and public speaker.

Topic

Get the INSIDESCOOP on this powerhouse of a woman who is an advocate for woman empowerment and author of Art of Superwoman, a womanhood blog and magazine.

Join our online community

  • Learning and networking.
  • Talks from SA’s business, entrepreneurship and finance experts.
  • Hear from people who’ve achieved success in their own lives.
  • Engage with thought-leaders.

We’re more than just financial advice

We provide a full financial plan, called your Money Plan for all your life goals and help you do what you need to do to get it done, period.

Your Money Plan is unique to you and your goals. Whether that’s changing your job, taking a sabbatical to travel, studying further, starting a family or buying that first investment property, we help young professionals define and achieve their life goals and become financially independent.

What you’ll get

  • Straightforward financial advice.
  • A Money Plan built around your unique circumstances, goals and dreams.
  • Access to a team of experienced professionals who’ll partner with you to achieve your goals, or help you when you need to make money-related decisions.
  • Innovative use of technology to provide the best service to you.
Man wearing cap

Financial coaching on money and debt management.

Piggy bank with coin

Personal tax services.

Money coins with an upward arrow

Investments and wealth management.

Man wearing cap

Insurance to protect you, your family and your assets.

Rocking chair

Retirement planning and provision.

4 puzzle pieces joined together

Assistance with any other areas of your financial planning.

We understand your needs

Life's not only about money. It’s about people, purpose and experiences.

But we need money to live life on our terms, so we can be who we want to be, and do what we want to do - the stuff that matters to us.

Our professional team of relationship consultants, actuaries, certified financial planners, tax and investment specialists will support you by:

  • Understanding what is important to you.
  • Creating a financial plan that works for you.
  • Helping you implement it.

We want to see you
succeed

We believe good financial planning and advice is a critical starting point, but often people start too late. We provide quality advice at a price you can afford, giving young professionals access to advice when they need it most.

Set for success

We have your best interests at heart. You’ll get full access to a team of highly experienced professionals with a wealth of financial understanding to create your personalised Money Plan.

How it works

1

Understand where you are, your life goals and your financial priorities.

2

We craft a realistic plan for you to reach these goals.

3

We help you to implement the plan.

4

We help you keep track by regularly reviewing progress against your goals.

Our team

Behind the scenes, we have a dedicated team of relationship consultants, actuaries, certified financial planners, tax and investment specialists.

Every member of our team is personally and emotionally invested in your success so we can help you navigate the twists and turns of your financial and life journey.

Backed by Momentum, a trusted financial services group, we bring a wealth of industry experience, products and solutions to the table to help you reach your financial goals.