Momentum Financial Planner
I am a dedicated financial planner specializing in retirement and estate planning, helping clients secure their financial future while preserving their legacy. With deep expertise in retirement income strategies, tax-efficient wealth transfer, and comprehensive estate management, I craft tailored plans that ensure financial stability throughout retirement and smooth transitions for heirs. Committed to providing clear guidance and personalized solutions, I empower clients to enjoy peace of mind knowing their retirement and estate goals are thoughtfully protected
I am a dedicated financial planner specializing in retirement and estate planning, helping clients secure their financial future while preserving their legacy. With deep expertise in retirement income strategies, tax-efficient wealth transfer, and comprehensive estate management, I craft tailored plans that ensure financial stability throughout retirement and smooth transitions for heirs. Committed to providing clear guidance and personalized solutions, I empower clients to enjoy peace of mind knowing their retirement and estate goals are thoughtfully protected
Momentum is a leading financial services provider in South Africa. Momentum’s broad range of advice, insurance, investments, and health offerings give clients the best possible financial solution. Let’s work together to find the best solution for you.
20 years
Matric and Wealth management
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