Money Plan
No one cares more about your financial well-being than you. Having a Money Plan enables you to save money, afford the things you really want, and achieve your long-term goals like studying further, starting a family or buying a home.
This probably won't come as a surprise, but everyone's Money Plan looks different. And if you're considering how to create a Money Plan or wondering, "what is a Money Plan?" you're in the right place.
How it works
Meet your Relationship Consultant
Because the right relationship is everything, our Relationship Consultant will start with an initial discovery meeting where we’ll gather as much information about your current financial situation as possible.
Create your Money Plan
Because your money is personal, we'll help you make the connection between your life, your goals and your money by providing you with a Money Plan.
Together we:
- Unpack where you are, your life goals and your financial realities and priorities.
- Craft a realistic plan for you to reach these goals.
- Help you to keep track by regularly reviewing progress against your goals.
Implementation, accountability and success
We oversee the implementation of your Money Plan and hold you accountable along the way. As changes in your life happen, we adjust accordingly. The end result will be peace of mind knowing you have a clear and concise plan for your money - centred on your goals. Our state of the art planning technology helps you, and us, stay on top of things.
Our solutions and services will assist you with all areas of your financial planning.
- Building an emergency fund to cover 3 months’ worth of expenses
- Insurance to protect you, your family and your assets
- Investment and wealth management
- Personal tax planning.
- Financial coaching on money and debt management
- Retirement planning provision
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
But don't just take our word for it. See what our customers are saying.
P Shandlale
Velocity Club member
“Thank you so much for the VC offering. It’s changed how I think about money and improved my relationship with money. It helped in giving me direction. It might seem small, but this is you all enabling me to break a generational curse for which I am so grateful.”
M Mtshali
Velocity Club member
“I’m very pleased that Velocity Club is working for me. Kudos to the team for the brilliant guidance and advice. It’s absolutely my money’s worth.”
Ready to get started?
No credit card required. No bossy sales agent. No commitment. We know you’re just checking it out.
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Let us know you're interested
Leave us your details and we'll call you back. -
Understand where you're at
Complete your Financial Check-Up to see if you have any gaps. -
Chat
The quickest way to get started is to have a chat with a Relationship Consultant.