Momentum Financial Planner
I help clients with their entire profile as a financial advisor. I just finished achieving my NQF Level 5 in Wealth Management. In addition, I have finished my RE 5. I give corporate customers the attention they need. I concentrate on last will and testament preparation, short-term insurance (personal and commercial), medical aid, pre- and post-retirement planning, investment planning, and life insurance. We make an effort to present the most thorough profile comparisons and to offer the finest financial guidance.
I help clients with their entire profile as a financial advisor. I just finished achieving my NQF Level 5 in Wealth Management. In addition, I have finished my RE 5. I give corporate customers the attention they need. I concentrate on last will and testament preparation, short-term insurance (personal and commercial), medical aid, pre- and post-retirement planning, investment planning, and life insurance. We make an effort to present the most thorough profile comparisons and to offer the finest financial guidance.
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.
5 years
Matric, RE 5, NQF 5 Wealth Management.
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