Enhancing wealth through goal-based value creation, we forge strong partnerships with advisors and clients, focusing on goal-based value creation. Our services, including Velociti Investment Manager, Velociti Short term, and Velociti Life, aim to align portfolios with client objectives for a collaborative journey towards financial success.
Velociti Financial Service (Pty) Ltd is an Authorised Financial Service Provider FSP 50026
HOW WE HELP
CLIENTS BECOME ASSET RICH
Velociti Score: Utilizing technology to track and communicate clients’ financial progress effectively.
HOW WE ASSIST ADVISORS
GREAT PARTNERSHIPS:
Prioritising strong partnerships, we shift the investment focus to client goals. Advisors and clients collaboratively work toward common objectives, fostering accountability.
COMMUNICATION:
Our goal-based value creation relies on transparent communication. Portfolios are crafted based on client goals, with regular updates to align with evolving objectives.
DEDICATION:
We actively manage portfolios to make clients asset-rich, ensuring alignment with their goals. Personalized overviews guarantee that investments and insurance match desired outcomes for long-term nancial prosperity.
SUPPORT:
Leveraging technology, we address advisory challenges and enhance outcomes. Personalizing client objectives, aligning them with customized portfolios, and implementing triggers contribute to ongoing management and success.
OUR PARTNERS
An investment in knowledge pays the best interest
Benjamin Franklin