ABOUT VIZION FINANCE
OUR STORY
OUR VISION
OUR MISSION
OUR VALUES
Your Financial Partner for Life
At Vizion Finance, we believe financial solutions should be as unique as the people and businesses they serve. Founded in 2022, we saw a gap in the market for accessible, personalized financial guidance—and we’ve been filling it ever since with clarity, care, and integrity.
As an authorized partner of Old Mutual, we bring over 180 years of trusted expertise to our clients while maintaining the agility and personal touch of an independent advisory. Whether you're planning for the future, protecting your income, or growing your business, we’re here to help you make informed, confident financial decisions.
Our Story Founded in 2022, Vizion Finance was born out of a desire to bridge the gaps in South Africa’s financial services landscape—particularly in the insurance distribution space. As an authorized intermediary of Old Mutual, one of the continent’s most trusted financial institutions, we combine the security of 180 years of expertise with the agility and personalization of a modern financial solutions provider. At the helm is Franchise Principal Xolani Gambushe, who saw the opportunity to bring tailored financial guidance to individuals and businesses alike. Today, Vizion Finance continues to make a measurable impact by delivering bespoke, easy-to-understand financial services that are built to last.
Our Mission We simplify financial solutions so they speak directly to our clients’ personal and business needs. We do this by: Acting as a valued intermediary for larger financial service providers Delivering client-centric service that makes each client feel like our only one Offering holistic financial advice and support throughout every life stage Customizing solutions to meet each client’s goals and challenges
Our Vision To be the financial solutions partner of choice across South Africa—trusted, respected, and known for our dedication to excellence.
Our Values Openness & Transparency – We communicate clearly and honestly. Excellence – We hold ourselves to the highest standards. Stewardship – We treat your finances with the same care we give our own. Longevity – We build solutions that support you for life.
What Sets Us Apart
We are more than just financial advisers. We are: A trusted Old Mutual intermediary, giving clients access to a robust suite of insurance and investment products. Specialists in bespoke financial planning, addressing all major life events with tailored solutions. Experts in business protection and SME support, offering legal structuring, funding access, and strategic partnerships.
Our Mission We simplify financial solutions so they speak directly to our clients’ personal and business needs. We do this by: Acting as a valued intermediary for larger financial service providers Delivering client-centric service that makes each client feel like our only one Offering holistic financial advice and support throughout every life stage Customizing solutions to meet each client’s goals and challenges
Our Promise: Flexible, customizable financial solutions Industry-leading advice and income strategies Simple, easy-to-understand products Investment-backed lending and wealth preservation Support for personal and business financial growth
Our Services For Individuals & Families Life Cover, Funeral Plans, Disability & Severe Illness Cover Retrenchment & Future Cover Tax-Free Savings, Education Plans & Retirement Planning Estate Planning, Wills, Family Income Protection For Businesses Key-Man Insurance, Buy & Sell Agreements, Business Contingency Cover Business Expense Cover Legal Advisory Services for SMMEs Development & Funding Assistance Investments & Wealth Unit Trusts, LISP Products, Tax-Free Savings Accounts Portfolio Management & Wealth Strategy Estate & Trust Planning
Our Commitment At Vizion Finance, we understand the real challenges South Africans face: Lack of financial protection for assets and income Absence of wills and estate plans, leaving loved ones vulnerable Insufficient savings for education, emergencies, and retirement That’s why we work closely with you to develop smart, forward-thinking financial strategies that protect what matters today and grow wealth for tomorrow.
.png)
