Welcome to
Vantage Point
Financial Services
Your trusted guide to Financial Freedom.
At Vantage Point Financial Services, we believe in empowering individuals and businesses to take control of their financial futures. With over 13 years of combined expertise, we offer personalised, forward-thinking solutions designed to help you achieve your goals and secure lasting peace of mind.
Whether you're planning for tomorrow or navigating today’s financial challenges,we’re here to provide expert advice and unwavering support every step of the way.
Your Vision. Our Expertise.
We stand out for our commitment to understanding your unique needs and delivering results-driven financial strategies tailored just for you.
Our Key Services
Explore a range of solutions designed to bring clarity and control to your financial world:
Estate Planning
Protect your legacy and plan for the future with comprehensive estate management.
Professionally Drafted Wills
Ensure your loved ones are cared for with a will that reflects your true intentions.
Trust & Fiduciary Services
Secure your assets withexpert trust management and fiduciary solutions.
Business Assurance
Protect your business against the unexpected with strategic planning and insurance solutions.
Medical Aid
Access quality healthcare coverage tailored to your needs.
What Sets Us Apart?
Explore a range of solutions designed to bring clarity and control to your financial world:
Experience You Can Trust
-
Over 13 years of combined industry expertise.
-
A proven record of excellence and results.
Personalised Financial Solutions
-
Tailored plans to meet individual and business needs.
-
Dynamic and forward-thinking strategies.
Your Partner in Every Step
-
Guidance and support from start to finish.
-
A focus on building long lasting relationships.
Our Process
We make financial planning simple and stress-free:
Discover
We take the time to understand your goals and challenges.
Tailored Planning
We craft personalised strategies to achieve your objectives.
Ongoing Support
We’re here for you every step of the way, providing insights and updates as your needs evolve.
Testimonials
"Vantage Point Financial Services helped me secure my family's future with a comprehensive financial plan. Their professionalism and attention to detail were unmatched!"
– Sarah T.
Latest News and Insights
Explore our latest articles and updates below.
Would you leave your children’s inheritance in the hands of the Government?
What would happen when you are suddenly no longer there to look after your loved ones?
Read MoreIt just makes sense to do your life cover with the people you trust to do your Will.
We spend all our time trying to create wealth and building our legacies for our loved ones, and yet so few people dedicate any time to estate planning that creates clarity and certainty for when we’re gone.
Read MoreCapital Legacy Shakes up the Life Insurance Market with MyCover™
Most people know the importance of life cover – but South Africans by and large are still grossly under-insured.
Read MoreCapital Legacy Shakes Up the South African Financial Services Industry
Capital Legacy shook up the South African Financial Services Industry by launching not one, but four new innovative offerings
Read MoreGet in Touch with Us
Are you ready to start your Financial Journey?
Fill out the form and one of our expert advisors will reach out to you to discuss your financial needs and goals. Let’s work together to build your future.