Financial planning and advice

Improve your money mindset. Partner with a Velocity Club Relationship Consultant and confidently make your next money move.

Young man smiles while talking on his cell phone and holding a pencil in his other hand.

Financial planning centred around you

We're a team of financial experts and consultants that will assist you in making smarter financial decisions, improving your relationship with money and empowering you to plan for your financial success.

What you’ll get

A Personal Relationship Consultant

To help you make money decisions with confidence and keep you on track to achieving your money goals.

Financial advisers you can trust for a lifetime

Ongoing financial coaching and mentoring to keep you focused on reaching your goals and avoid making costly money mistakes.

Team support

Our team of financial experts are there for you every step of the way to support you through the ups and downs of your life journey.

Guiding you to a worry-free future

1

Financial experts

We're a team of Relationship Consultants, actuaries, certified financial planners, tax and investment specialists.

3

You're in good hands

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

2

Deliver results

Our team will meet you where you are on your money journey and help you reach your financial goals - working with what you have.

SUBSCRIPTION FEES

Your financial freedom journey starts here

Our team of financial advisers will develop a personalised Money Plan to provide you with the foundational knowledge and practical building blocks to reach your personal financial goals. 

The unique Money Plan will give you the confidence and expertise you need to set and achieve your financial goals.

Your Money Plan subscription stops after 6 months. As a client, you'll get an annual review which may include a new Money Plan depending on your life changes in the past year.


Money Plan

R199 p/m x 6 months

  • Cash flow management
  • Building an emergency fund
  • S.M.A.R.T goal setting
  • Create a Will
  • Estate planning
  • Fiduciary and Trust services
  • Insurance solutions
  • Investments
  • Tax planning
  • Saving for retirement
  • Access to a personal Relationship Consultant
  • Portfolio management
  • Monthly check-ins
  • Access to community events
  • Access to exclusive content and research

What our clients say about us

Reabetswe Mosikare

Money Plan client who fully executed her plan

The Velocity Club team helped me secure my financial future by starting a retirement annuity contribution and an emergency fund. I didn’t realise how much I needed to cover my living expenses if I should lose or leave my job. I was also able to get funeral cover for my parents. I can confidently say I know more about saving and preparing for the future. 

Nikiwe Magwaza

Money Plan client

The Velocity Club team gave me practical steps and tools to manage my finances. What helped me was when Andi reassured me that I could use the steps that work for me while still challenging myself to get into a better financial position.

Andi was so relatable; all the questions I had, she answered with ease and grace. And it was nice to speak with someone relatable who understands your context and background. This helped make finances seem more doable and more relatable. What helped a lot is that I could take aspects of the Money Plan and apply what worked for me to my finances. 

Bandisiwe Cabangana

Money Plan client

The services have been eye-opening for me. In my working career, I have never been so conscious of my financial well-being as I am now. The thought that there is a panel of experts who have my back is breathtaking. Thank you, Velocity Club! 

Meet the Velocity Club team

The sky's the limit with a Relationship Consultant by your side. Get set for success.
Make a smart move and book an appointment today.
Andiswa Mojapelo, Velocity Club Relationship Consultant and expert in helping clients make financial decisions aligned to their goals.

Andiswa Mojapelo

Bcom Economics
PGDip Financial Planning

Expertise

Helping clients succeed by making financial decisions aligned with their goals.

Frank Ngwenya, Velocity Club Relationship Consultant and expert in helping clients manage their money relationships.

Frank Ngwenya

Bcom Business Management
PGDip Financial Planning
PGDip Investment Planning

Expertise

Helping people manage their relationship with money and being accountable for their money decisions.

Lazola Mseleni, Velocity Club Relationship Consultant.

Lazola Mseleni

Bcom Honours (Business Management)
PGDip Financial Planning

Expertise

Helping people get that specific product they need now.