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One can’t always
put a value on time.
But we can.

Start your journey

Where do I start?

Gain clarity and mastery over your finances with our expert guidance. Our team of financial advisers 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.

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 working professional reviewing his Momentum Velocity Club Financial Plan on his laptop.

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 pregnant mom and her young daughter are sitting on the couch. Both of them are looking at something on the laptop on the mom's lap.

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
A young family laughs and has fun at the beach.

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

One can’t always put a value on time.
But we can.

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.

Don't just take our word for it

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