Velocity Club
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Advice from a friend,
or a financial expert?

We're both!

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Start your journey

Where do I start?

Gain clarity and mastery over your finances with our expert guidance. Our team of financial consultants will empower you to navigate your financial journey with confidence and expertise.

Step 1

Book your free consultation and gain an understanding of your financial requirements.

Step 2

Get expert analysis & recommendations to help you make informed financial decisions.

Step 3

We'll assist you in taking steps to execute your Financial Plan with accountability.

Step 4

We provide ongoing advice and support that extends beyond our initial engagement.

Start your journey

Choose your journey

Everybody's journey is unique. Be the master of your financial journey. Look ahead and decide which option better suits your immediate and future needs.

A young man and financial adviser discussing a review of his financial portfolio.

Review
my portfolio

You want to assess and possibly consolidate or simplify your portfolio of products to ensure it meets your financial needs.

  • Investments (discretionary and retirement)
  • Insurance solutions
  • Medical aid plan
  • Tax planning
  • Consolidation of financial products
A young woman with her financial adviser discussing a review of her financial portfolio.

Level up
my portfolio

You are considering adding one or two additional solutions to your existing financial portfolio.

  • Investments (discretionary and retirement)
  • Insurance solutions
  • Create a Will
  • Tax planning
  • Consolidation of financial products
Two men shake hands. One is a financial adviser, the other a client. They are meeting to discuss the client's Momentum Velocity Club Financial Plan.

Personalise
my Financial Plan

Crafting a personalised financial plan ensures financial stability, empowers goal achievement, and guards against unforseen expenses, securing your financial future.

Set up & admin fee: R199 x 6 months

  • Investments
  • Insurance solutions
  • Saving for retirement
  • Create a Will
  • Cash flow management
  • Tax planning
  • Medical aid plan
  • S.M.A.R.T goal setting
  • Estate planning
Book your session

Start your journey

Let's enhance your finances with personalised financial advice. Answer a few questions to qualify for a free consultation.

2 minutes

Is all it takes to complete.

No credit card required

You only pay when you are ready.

No bossy sales agent

We are here to help you.

No commitment

We know you're just checking it out.

Financial advisers

Get set for success because the sky's the limit with a financial adviser by your side.

Start your journey

Don't just take our word for it

Discover the transformative power of our fianancial guidance through the words of our valued clients in their heartfelt testimonials.

Reabetswe Mosikare, Momentum Velocity Club client who fully executed her Financial Plan.

Reabetswe Mosikare

Velocity Club client who fully executed on her Financial 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, Momentum Velocity Club client.

Nikiwe Magwaza

Velocity Club client

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

They were so relatable; all the questions I had, they 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 Financial Plan and apply what worked for me to my finances.

Bandisiwe Cabangana, Momentum Velocity Club client.

Bandisiwe Cabangana

Velocity Club 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 reassuring. Thank you, Velocity Club!