About Us

Our Mission Statement

At Velociti Group Holdings, we are dedicated to helping financial advisors like you achieve and create goal-based value for your business and clients. Our mission is to redefine the way financial services are delivered, placing your clients’ financial goals at the heart of everything we do.

Our innovative solution represents a fresh approach to the industry all year round.

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Our Approach

A Truly Client-Led Perspective

At Velociti Group Holdings, we take a truly client-led perspective on financial services. Our innovative solution represents a fresh approach to the industry. We’ve taken a step back, redefined the landscape, and built our foundation on insights, experience, and cutting-edge technology. Our primary focus is centred on helping your clients achieve their financial goals, making their aspirations our top priority.

The cosmos of Financial Services

Just as astronauts chart a course through the cosmos, Velociti Group Holdings charts a personalized trajectory for you in the financial universe. We provide the tools, expertise, and unwavering support needed to navigate through the intricacies of financial planning, investment, and goal-based value creation. Picture us as your spacecraft and crew, equipped with cutting-edge technology and a skilled crew of financial experts.

Enhancing Financial Services and Advice

We are here to elevate the world of financial services and advice. With our comprehensive investment offerings, we empower your clients to reach their investment goals at their own preferred pace and direction. We’ve simplified the process of defining financial objectives, measuring progress, and making necessary adjustments along the way. Your clients’ success is our success.

Your Success Matters

We are deeply committed to your success as well as the success of your clients. Our focus extends beyond just achieving financial goals; it’s about making your business efficient and sustainable. We assist in building a robust balance sheet and creating a rewarding succession plan. At Velociti Group Holdings, we view your long-term success as a cornerstone of our partnership.

Proactive Solutions

On our collective journey to ensure your goals are met, we proactively assist in achieving the right balance between assets and liabilities for your clients. We empower you to match the ideal investment portfolio to their risk tolerance and educate clients on making healthier financial decisions. Our commitment is to help you anticipate and navigate challenges effectively.

Dedicated Support

Every individual’s financial journey is unique, and we understand that. We offer dedicated support and services tailored to facilitate different financial journeys. Our goal is not only to help you and your clients reach your destination but also to make the factors influencing your journey visible and manageable. With Velociti Group Holdings by your side, every financial milestone becomes achievable.

Supporting Advisors

Velociti Group Holdings recognizes the unique challenges faced by financial advisors. From defining objectives in investment terms to optimizing portfolios individually and providing guidance on wealth management, we are committed to filling these gaps. Our mission is to enhance the capabilities of advisors, ultimately benefiting both you and your clients. We believe that when advisors thrive, their clients thrive.