Momentum Advice Club
Expert financial advice
you can trust.
Get expert financial advice to help you navigate life’s key financial decisions, ensuring your wealth grows and your future is secured with tailored, professional guidance.
Your expert friend in finance
Financial Service Advice
Welcome to Momentum Advice Club, where we empower you with expert financial advice tailored to your specific needs.
We provide tailor-made insurance, investment and healthcare advice and solutions that empowers you to make sound financial decisions.
Your journey with us includes:
Free consultation
Expert Financial Guidance, Zero Cost
Personolised Financial Plan
Strategies for Financial Success.
Regular Check-ins
Stay on Track with Us.
Access to planning tools
Tools to Shape Your Financial Future.
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.
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.
Book your free consultation
Book your free consultation and gain an understanding of your financial requirements.
Get expert analysis & recommendations
Get expert analysis & recommendations to help you make informed financial decisions.
Implement your financial plan
We will assist you in taking steps in executing your financial plan with accountability. (Only R199pm)
Continued advice & support
We provide ongoing advice and support that extends beyond our initial engagement.
Customise 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.
Review my portfolio
You’re satisfied with your existing financial portfolio and simply want a review to ensure it remains aligned with current needs and inflationary trends.
- Investments
- Insurance solutions
- Saving for retirement
Level up my portfolio
You’re satisfied with your existing financial portfolio but are considering the possibility of incorporating one or two additional options.
- Investments
- Insurance solutions
- Saving for retirement
- Create a Will
- Cash flow management
- Tax planning
Personolise my Financial Plan
Crafting a personalized financial plan ensures financial stability, empowers goal achievement, and guards against unforeseen expenses, securing your financial future.
Setup & Admin Fee: R199 x 6 months
- Investments
- Insurance solutions
- Saving for retirement
- Create a Will
- Cash flow management
- Tax planning
- Building an emergency fund
- S.M.A.R.T goal setting
- Estate planning
Still have questions?
That’s ok. Getting a handle on your current financial circumstances and planning can be a bit overwhelming. We totally understand. Why not consult our AI Financial Advisor for additional advice? You should still take the time to make a booking with a consultant, but you may be a bit more informed before the call.
What is a Money Plan?
What about education funding?
How to I start with investing?
How can Velocity Club assist?
I need help with retirement planning
What are the fees for a Money Plan?
15+
Consultants
1000+
Happy Clients
1000+
Money Plan Executions
Our Consultants
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.
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.
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.
Nikiwe Magwaza
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