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

Drafting customised wills and trusts.

Minimizing Estate Taxes

Minimizing estate taxes and probate costs.

Asset Protection

Asset protection strategies to safeguard your legacy.

Succession Planning

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 needs

Tailored to meet your specific needs and goals.

Ensure compliance

Ensure compliance with legal requirements.

Avoid family disputes

Avoid family disputes by clearly outlining your wishes.

Appoint guardians

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

Creation and administration of trusts.

Professional trustees

Professional trustee and executor services.

Manage financial and legal obligations

Management of financial and legal obligations.

Transparent reporting

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

Key person insurance to mitigate financial risks.

Buy-and-sell agreements

Buy-and-sell agreements for seamless ownership transitions.

Strategic planning

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

Customized plans to suit individual and family needs.

Access to a wide network of healthcare providers

Access to a wide network of healthcare providers.

Assistance with claims

Assistance with claims and plan management.

Guidance

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.

©2025 Vantage Point Financial Services

Vantage Point Financial Services is an authorised financial services provider, FSP 44263