Tailored Financial Solutions for
Every Stage
of Life
Discover the services that can transform your
Financial Future.
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.
Estate Planning
Secure Your Legacy with Comprehensive Estate Planning.
Plan for the future and ensure your loved ones are cared for. Our estate planning services provide personalized strategies to manage your assets during your lifetime and streamline their distribution after your passing. From reducing estate taxes to protecting your wealth, we’ll help you create a plan that aligns with your goals and values.
Our Estate Planning Services Include:
Drafting customised wills and trusts.
Minimizing estate taxes and probate costs.
Asset protection strategies to safeguard your legacy.
Succession planning for family-owned businesses.
Professionally Drafted Wills
A Will that Reflects Your True Intentions.
A professionally drafted will is essential to ensure that your assets are distributed according to your wishes. Our legal experts will work with you to create a clear, legally binding document that protects your family and legacy.
Why Choose our Wills Service:
Tailored to meet your specific needs and goals.
Ensure compliance with legal requirements.
Avoid family disputes by clearly outlining your wishes.
Appoint guardians for minor children or dependents.
Trust and Fiduciary Services
Expert Management for Your Wealth and Assets
Whether you’re protecting assets for future generations or ensuring proper administration of an estate, our trust and fiduciary services provide the professional expertise you need. We’ll guide you through the complexities of setting up and managing trusts while acting in your best interests as a fiduciary.
What We Offer:
Creation and administration of trusts.
Professional trustee and executor services.
Management of financial and legal obligations.
Transparent reporting and accountability.
Business Assurance
Protect Your Business Against the Unexpected
Safeguard your business’s continuity with our comprehensive business assurance solutions. We help business owners prepare for unexpected events, ensuring a smooth transition of ownership and uninterrupted operations.
Our Business Assurance Services Include:
Key person insurance to mitigate financial risks.
Buy-and-sell agreements for seamless ownership transitions.
Strategic planning for business continuity and resilience.
Medical Aid
Your Health, Our Priority
Access quality healthcare with our tailored medical aid plans. We work with you to find the best coverage for your needs, ensuring peace of mind for you and your family. From routine care to emergencies, we’ve got you covered.
Our Medical Aid Services Include:
Customized plans to suit individual and family needs.
Access to a wide network of healthcare providers.
Assistance with claims and plan management.
Guidance on choosing the right medical aid options.
Let Us Guide You
Build a secure financial future for you and your loved ones.
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.