As a Discretionary Fund Manager with a comprehensive and holistic mandate, we provide personalised investment strategies based on each client’s financial goals and constraints. We use our model portfolio range as building blocks so that we can not only implement a client specific Asset Liability Management (ALM) strategy, but to also give us direct control of the main factor in an investment outcome, the client’s asset allocation. The investment tools we use to build a personalised portfolio enable us to do scenario planning that incorporates both risk and volatility, taking us beyond basic spreadsheet calculations.
Through our daily data feed from the investment platforms, we can monitor each client’s investment strategy, make adjustments if necessary so as to ensure they stay on track for their goals. We also provide the client and advisor with annual review guidance, so plans and income withdrawals can be adjusted appropriately and sustainably.
OUR INVESTMENT MANAGERS
TIAAN DE JAGER
Velociti Group CEO
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SUPPORTING ADVISORS
We recognise 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.
The Velocity Team brings a wealth of experience and expertise, driving innovation, client centric solutions, and enduring success within the financial industry.
CONTACT US TODAY FOR A CONSULTATION & DISCOVER HOW WE CAN
HELP YOUR CLIENTS ACHIEVE THEIR FINANCIAL GOALS.
Tiaan De Jager
Velociti Group CEO
Tiaan is an esteemed professional with nearly a decade of dedicated service in the financial industry. His journey commenced in 2014 when he embarked on an enriching career as a Wealth Advisor at Attooh Financial Wellness. Over the years, Tiaan’s trajectory in the field has been marked by his exceptional versatility and impactful roles.
Throughout his tenure, Tiaan embraced diverse responsibilities, serving as a Financial Advisor, Asset Consultant, and ultimately ascending to the position of Managing Director. His journey has been defined by the pursuit of comprehensive expertise in crucial domains, including investments, life insurance and risk benefits, and practice management.
Tiaan’s academic journey reflects his commitment to excellence. He holds a distinguished B Com Hons in Financial Management Sciences, an achievement that underscores his dedication to advancing his understanding of the financial landscape. Moreover, he has fortified his knowledge with a Postgraduate Diploma in Investments, a testament to his unwavering pursuit of mastery in his field.
Demonstrating his commitment to professional growth, Tiaan achieved the RE5 and RE1 qualifications through Moonstone in 2016. His diligence extended to the completion of the requisite Supervision period for Key Individual, positioning him as a trusted and seasoned authority in his domain. Presently, Tiaan is on the cusp of attaining co-registration as the co-Key Individual for Velociti Investment Managers and the Key Individual for Velociti Financial Services.
Tiaan’s visionary outlook came to fruition in 2021 when he co-founded the Empire Group, a venture that later evolved into the esteemed Velociti. Under his leadership, Velociti has burgeoned into a comprehensive entity with six subsidiary branches, each devoted to specific facets of holistic financial planning. In a landmark move, Tiaan played a pivotal role in securing investment from Anchor Capital in 2022. This strategic alliance saw Anchor Capital becoming a co-shareholder in Velociti Group Holdings, a testament to Tiaan’s strategic acumen and the credibility he has cultivated within the industry.
At present, Tiaan assumes the mantle of Managing Director, leading the Velociti Investment Managers team. His insights and input have been instrumental in aligning advisor and client needs with the overarching vision of the organization. Tiaan’s enduring commitment to elevating financial planning, his multifaceted expertise, and his leadership prowess make him a luminary in the realm of financial specialists..