Vineyard Wealth

Vineyard Wealth Vineyard Wealth is a brokerage in Bellville/Durbanville providing financial advice and planning to clients. These can be recurring or once-off investment plans.

Vineyard Wealth is an independent brokerage in the Bellville/Durbanville area providing financial advice and financial planning to clients. We specialise in Wealth Creation and Wealth Protection by offering the following services. A Financial Needs Analysis (FNA) is a “snap-shot” of your current financial situation taking into account your existing plans or products and the financial goal/s you wa

nt to achieve in life. Advice or plans are recommended on how to achieve those goals, and its up to the client to accept them. These plans then have to be reviewed on a regular basis, as circumstances in life change regularly. Wealth Creation is achieved through a variety of investment products ranging from short, medium and long-termed depending on the goal. Different products have certain tax benefits/implications specific to each client. Risk Profiling determines which investment portfolios are suitable for the investment outcome. Wealth Protection is achieved by protecting assets through insurance products such as life cover, disabilty/impairment cover and dread disease/critical illness cover. We offer additional services such as estate planning by means of a will, medical aid, short-term insurance and business assurance.

Do you really understand how life insurance, wealth planning and short-term insurance works? Message inbox and we will p...
23/02/2023

Do you really understand how life insurance, wealth planning and short-term insurance works? Message inbox and we will provide you with information, advice and options that will best suit your needs and lifestyle.

27/11/2018

When you grow up in a household where money is the great unmentionable, it takes a lot of hard work and discipline to start the conversation with yourself

08/02/2018
14/06/2016
25/05/2016

Liberty partners with Vivreau
07 Apr 2016
Saving energy, water and reducing waste.
On 7 March 2016 Liberty JHB launched a new water bottle solution in partnership with Vivreau. The solution aims to create value towards Liberty’s 2020 strategy by enhancing our environmental performance and allowing us to save close to 33 kg of plastic per week. By 2020 we will have saved the weight of an African Bush Elephant in plastic bottles (5.5 tonnes).

Inspiration for the day
18/05/2016

Inspiration for the day

Let's support our Boere at the Grain SA's NAMPO Harvest Day - 17-20 May 2016
18/05/2016

Let's support our Boere at the Grain SA's NAMPO Harvest Day - 17-20 May 2016

NAMPO Home

17/05/2016

Vineyard Wealth
Building Relationships - Creating Trust

Why Vineyard Wealth?

We trust that our clients find Vineyard Wealth a delightful investment with financial advisors who communicate to their needs and deliver unique services worth investing.

Our team is dedicated to every client and focused on establishing lasting relationships that are built on trust and honesty.

We believe that by giving our clients the best possible advice and providing services that meet all their specific needs, we create a unique and worthwhile experience for all our clients.

17/05/2016

The rand is heading for its weakest level against the dollar in two months, after reports that police are set to arrest Finance Minister Pravin Gordhan.

12/08/2013

Hey friends and Family please like our page and share it on your wall.

Our brokers can evaluate your current insurance and possibly give you a better insurance where you will be covered for a lot more at a better rate. Let us try beat your current insurance rates :) . If you are interested please inbox me :) or email me on [email protected]

Vineyard Wealth is a brokerage in Bellville/Durbanville providing financial advice and planning to clients.

12/08/2013

Come and get your life insurance evaluated to get the best insurance fit for you and your family. Our brokers are dedicated to giving their clients the best service you have ever received as we believe that our clients only deserve the best.

Address

Unit 24, Frazzitta Business Park, Lubbe & Langeberg Road
Durbanville
7550

Opening Hours

Monday 08:30 - 16:30
Tuesday 08:30 - 16:30
Wednesday 08:30 - 16:30
Thursday 08:30 - 16:30
Friday 08:30 - 16:30

Telephone

+27219139275

Website

Alerts

Be the first to know and let us send you an email when Vineyard Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category