About Us

At Voorpos Financial Services, we believe that everyone has the power to achieve their goals. Whether it is for yourself, your business, or your family – we are here to assist. Our team is driven, dynamic and determined, and we have a passion for what we do.

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Services

Financial Planning

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Financial Planning serves as a roadmap to get you to where you want to be, not just financially, but also with your business and in your personal life. It encompasses all facets of long-term insurance, trust and estate planning, as well as retirement and investments.

It helps us understand how the choices we make today will affect our future – and also the future of our company and loved ones.

Our Financial Planning and Wealth Management Services help individuals and businesses to achieve their financial goals. We work with you to identify what is important to you and where you want to be in the future. And, based on this, our qualified and experienced team of Certified Financial Planners (CFP®), registered advisors and our fiduciary practitioner will provide sound advice and help you to develop a practical plan that will help you achieve your goals. And, if allowed, we will continue to work with you and guide you ensuring your plan stays on track.

Always here for you...

a typical

Financial planning journey with us

When it comes to creating the life you envision for yourself, the first step is simple. We invite you to a friendly, no-obligation, introductory session with us. This gives you the opportunity to meet us and decide if we are the right fit. Unless otherwise agreed, this comes at no cost, and no expectations - just an informal talk with one of our experienced financial advisors to give you the opportunity to interview us for the position of your trusted and personal financial advisor.

If we have earned the position, we will arrange a more formal meeting to help you analyse your current financial situation in more detail and determine your goals. This will help us to better understand your needs and help define clarity and purpose for your finances going forward.

This is where we help you plan for your future. And there is no better time to start planning for your financial wellbeing than right now. During this step, we will talk you through the various options available to you, provide our unbiased opinion and explore the opportunities and risks associated with achieving your goals. After this, you should have a clearer picture of how your financial future will look like.

Now that we have a plan, we will work with you to put it into action. Here, we take everything into account and each move is a calculated one. Whether you are setting up a new investment, selling a building, or making changes to your pension fund – it is all about you and your future.

As your life changes and evolves – your plan should evolve with you to keep you on course towards your financial goals. And, if your goals change, we make changes accordingly. We become your financial planning partner, and we are here for when you need us.
Financial Planning

GREAT FINANCIAL PLANNING CAN CHANGE YOUR LIFE, FOREVER.

Our team of highly qualified financial planners, investment managers and our fiduciary practitioner will work with you to build a successful financial future, where you can live a happy, secure, and prosperous life.
Contact us today.

We look forward
to meeting you!