OUR STORY
In 2017 a group of like-minded independent financial planners from all over South Africa met at the Vulintaba Country Estate near Newcastle, KwaZulu-Natal, to deliberate how they could collectively contribute to champion the concept of Lifestyle Financial Planning in South Africa. They had all experienced the positive difference that this approach to financial planning made in the lives of their clients, in their own lives and in their practices and wanted to share this with others.
It is here that the Vulintaba Association was born. Vulintaba is the Zulu/Xhosa word for “Open the Mountain” and since it was here that the vision for the Association was shaped, it seemed fitting that the Association would carry the name of such a beautiful and inspiring place.
The Vulintaba Association is a community of dedicated and passionate financial planners who are committed to a professional partnership that will enable collaboration between members and in so doing, provide their clients the best possible opportunity of achieving their financial goals and lifestyle aspirations reliably over time.
The Association has two main goals:
- To give better advice
- To run better practices
Our Mission
To create a professional community of forward-thinking independent financial planners, who put the interests of their clients first in all that they say and do
To remain at the forefront of new developments in financial planning and to set a world-class standard of excellence in lifestyle financial planning in South Africa
To promote and grow lifestyle financial planning in South Africa
To share knowledge and experiences of lifestyle financial planning, the client journey and practice management
To create a cohesive community of financial planners who share common goals: to provide better financial advice to their clients and to continuously strive to achieve best practice in their financial planning practices