Financial planning and advice
Improve your money mindset. Partner with a Velocity Club Relationship Consultant and confidently make your next money move.
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
Financial experts
We're a team of Relationship Consultants, actuaries, certified financial planners, tax and investment specialists.
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.
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.
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
Bcom EconomicsPGDip Financial Planning
Expertise
Helping clients succeed by making financial decisions aligned with their goals.
Frank Ngwenya
Bcom Business ManagementPGDip Financial Planning
PGDip Investment Planning
Expertise
Helping people manage their relationship with money and being accountable for their money decisions.
Lazola Mseleni
Bcom Honours (Business Management)PGDip Financial Planning
Expertise
Helping people get that specific product they need now.