Snowball Financial Advisor Services

Snowball Financial Advisor Services Adding value to your life by delivering personalised financial solutions so you can enjoy lifelong p Tailored financial advice, custom-made solutions.

From your Will and Estate Planning to risk mitigation to accumulating wealth, our team of experts will make a meaningful, positive difference in your life by cutting through the complexities to deliver personalised financial solutions that are built around your unique needs. This is our core purpose and it guides everything that we do. Every decision, every recommendation, every conversation. We’l

l work with you to build and implement a financial plan that’s always in your best interests. Using our unique, fully integrated approach, we develop and deliver a financial plan that’s specific to your goals and priorities, helping you consider the alternatives and making sure you understand the choices and trade-offs. And once the decisions have been made, we’ll partner with you to put your plan into effect, defining milestones and monitoring progress as we work together to secure your family’s future, protect your income, preserve your wealth and achieve all your financial goals.

Setting financial goals will help you to focus on your money and what you want from it. Your goals may be short or long ...
30/08/2022

Setting financial goals will help you to focus on your money and what you want from it. Your goals may be short or long term, small or large but they will be unique to you – and that’s why you need a unique financial plan too.
Speak to our team of financial advisors today about putting your tailor-made financial plan in place. Call us on 0310360420 or email [email protected]
For your convenience, consultations are available online, on the phone or in person.
Snowball is a proud juristic representative of Vantage Point Financial Services.

In South Africa, investing for the long term requires 𝗴𝗿𝗶𝘁. If you are weathering a financial storm, you want your money...
25/08/2022

In South Africa, investing for the long term requires 𝗴𝗿𝗶𝘁.
If you are weathering a financial storm, you want your money to work as hard as it can for a long as possible. If it’s invested over decades, you will be able to comfortably withstand the effects of inevitable periods of market volatility.
Do you have a plan for your money? Call us 0310360420 or email [email protected] and let our team of experts help you plan your future, today.

Did you know that more than 50% of South Africans don’t have a Will? If you’ve been putting off drafting your Will, here...
23/08/2022

Did you know that more than 50% of South Africans don’t have a Will? If you’ve been putting off drafting your Will, here’s five facts that you may or may not know:
☑ Even if you aren’t rich and don’t have lots of assets, you still need a Will
☑ Wills are not expensive and don’t need to be complicated
☑ Wills can clearly document how you wish your estate to be distributed and prevent family fighting when you are gone
☑ If you don’t have a Will and you pass away and your children are minors, their inheritance may be transferred to the courts to administer
☑ It’s never too soon to ensure your affairs are in order but it can be too late
Your Will speaks for you when you cannot and that’s why we believe that your Will is the most important document you’ll ever sign.
We will draft your Will as a complimentary service. Give our team a call on 0310360420 or email [email protected] to arrange your complimentary consultation today. For your convenience, consultations are available online, on the phone or in person.

Snowball is a proud juristic representative of Vantage Point Financial Services.

What age is considered old? Millennials reckon it’s when you turn 59. Gen Xers are more generous saying that old age beg...
18/08/2022

What age is considered old? Millennials reckon it’s when you turn 59. Gen Xers are more generous saying that old age begins at 65. When it comes to Boomers, you’re not really old until you hit 73!
Whatever age you see as old, one thing we know for sure is that when you are “old”, you will retire – and while no two retirements are the same, everyone wants to lead a comfortable lifestyle.
So you have to ask yourself if your retirement savings are on track?
If it’s time to have a conversation about your retirement plan, give the Snowball team a call on 0310360420 or email [email protected] to arrange a meeting so that you can begin saving for the day you are “old”.
Snowball is a proud juristic representative of Vantage Point Financial Services.

How long does it take to wrap up an Estate? Well in the case of “Purple Rain” singer Prince, more than six years! The ar...
16/08/2022

How long does it take to wrap up an Estate? Well in the case of “Purple Rain” singer Prince, more than six years! The artist had no Will or estate planning in place so there has been a very expensive legal battle between family members to sort out his estate. But six years. That’s a long time for a family to fight. To read more: https://bit.ly/3JKzJ48
Your Will is the most important document you’ll ever sign and that’s why we will draft or update your Will as a complimentary service. Give the Snowball team a call on 0310360420 or email [email protected] to arrange your complimentary consultation today.
For your convenience, consultations are available online, on the phone or in person.
Snowball is a proud juristic representative of Vantage Point Financial Services.

This Women’s Month, we continue to celebrate the strong ladies in the Snowball team and today, we introduce you to Kames...
11/08/2022

This Women’s Month, we continue to celebrate the strong ladies in the Snowball team and today, we introduce you to Kameshni Govender.
She joined the industry 13 years ago and her extensive experience has shaped her passion and love for helping families build and safeguard their future.
“Your biggest asset is your ability to earn an income and your greatest achievement is your family, so my goal is to help you secure your life and the future of your loved ones through a financial portfolio that is tailor made to suit your pocket,” Kameshni explains.

To arrange a meeting with Kameshni, call her on 0609859000 or email [email protected]

Snowball is a proud juristic representative of Vantage Point Financial Services.

09/08/2022

You are a wife, a boss, a mother, an innovator, a sister, a friend, a force, a leader, a daughter. You are unstoppable.
It’s Women’s Day and we’re celebrating the strong, driven and capable women who are changing the world.
Happy Women’s Day to all our incredible women!
Snowball is a proud juristic representative of Vantage Point Financial Services.

Do you even remember what’s in your Will. Or will everything go to your crazy aunt and her 25 cats?Your Will shouldn’t b...
05/08/2022

Do you even remember what’s in your Will. Or will everything go to your crazy aunt and her 25 cats?
Your Will shouldn’t be some dusty old document that you put together and never look at again. You should review it on a regular basis, specially when big changes happen such as getting married and having children.
In fact, your Will is the most important document you’ll ever sign and that’s why we will draft or update your Will as a complimentary service. So give the Snowball team a call on 0310360420 or email [email protected] to arrange your complimentary consultation today.
For your convenience, consultations are available online, on the phone or in person.
Snowball is a proud juristic representative of Vantage Point Financial Services.

27/07/2022

Whether you are in your 20s and starting your first job or you’re in your 60s and you’ve just paid off your home, it’s never too early or too late to create and act on good financial goals.

The great thing is that you don’t have to go it alone. Our team will help you identify and achieve your unique financial goals and keep you on track. Call us today on 0310360420 or email [email protected] and we’ll put together a plan specially designed for you.

Snowball is a proud juristic representative of Vantage Point Financial Services.

One of the most important relationships you will ever have is not your relationship with your significant other, your fa...
25/07/2022

One of the most important relationships you will ever have is not your relationship with your significant other, your family or your friends. It is your relationship with money.
It’s the one relationship that will have a massive impact on how close you will get to your idea of financial success.
So you have to ask yourself, how much work are you willing to put into your relationship with money?
Speak to our team of financial advisors today about putting a financial plan in place. Call us on 0310360420 or email [email protected]
For your convenience, consultations are available online, on the phone or in person.
Snowball is a proud juristic representative of Vantage Point Financial Services.

Managing your money can be overwhelming and it’s one of the main reasons that many people don’t have a financial plan. T...
22/07/2022

Managing your money can be overwhelming and it’s one of the main reasons that many people don’t have a financial plan. They simply don’t know where to start.

With everyday living costs continuing to increase, it’s time to take control of your money and here’s a great article to get you started: https://www.news24.com/fin24/opinion/survive-the-cost-of-living-crisis-what-you-need-to-do-now-20220612.

And remember that our team of experts will help you make financial decisions and put realistic plans in place so that you can work confidently towards achieving your financial goals. Give us a call today 0310360420 or email [email protected] and start planning your financial security today.

Snowball is a proud juristic representative of Vantage Point Financial Services.

Rebecca Ramcherron is a Financial Advisor who knows her stuff. With more than 15 years experience in the industry, she u...
21/07/2022

Rebecca Ramcherron is a Financial Advisor who knows her stuff. With more than 15 years experience in the industry, she understands that we all have busy lives and putting your Will together and financial planning are often not a priority until it’s too late.
Rebecca says that’s why her top priority is to use her knowledge to ensure that her client’s growth plans are exactly what they need to ensure their financial security, giving them the confidence that their family will be financially secure should anything happen.

To arrange a meeting with Rebecca, call her on 0747701129 or email [email protected]

Snowball is a proud juristic representative of Vantage Point Financial Services.

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Durban

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Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

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