Our Services
Personal Wealth Planning
This service will provide you with a personal wealth needs analysis, comprehensive financial plan, cash flow and budget projections and a thorough implementation plan.
Personal Wealth Legacy
This service includes, Estate Planning, Trusts, Wills and Marital Regimes.
Personal Wealth Solutions
Based on your financial journey we have a wide selection of financial investment and insurance products to support our professional financial advice.
Personal Mastery
A 3-part series with our personal development specialist who takes you on a journey of developing your self-awareness, and understanding the thinking driving your behavior. This is a key part of developing new financial habits.
My Vine Vault
This service will provide you with the safe custody of personal wealth and financial documents, giving authorised access to next of kin in the event of death. It is the single point of claims for triggering events and an up-to-date portfolio management system.
Wealth Mastery
This service will equip you with the tools to help you master your financial destiny by providing tips for alleviating debt [for good], strengthening your investment knowledge and mastering the property game.
Testimonials
“I was impressed by the services of Vine, I found them practical, authentic and articulate in how they can assist me on my financial journey.”
-G. Williamson
“I found the services offered by Vine extremely insightful. I loved that they were interested in my personal financial journey not just the end goal.”
-B. Kodisang
“I have found the journey that has been tailored to my current financial level to be extremely informative. For the first time in my life I feel equipped to make the right decision at the right time.”
-C. Chiesa