Momentum Financial Planner
I have a passion for people and my personal aim is to build relationships and make a significant difference in my client’s lives. Even though I cater for a diverse range of client portfolios, I do in-depth planning and tailor solutions to best fit your unique profile. Once a financial plan is developed, I support you all the way with a strategy. After this has been implemented, I finally manage your portfolio and ensure that you are on track with your specific financial goals. I deliver my clients with the best suitable advice and unmatched portfolio structuring. I am looking forward to serve you in your financial journey.
I have a passion for people and my personal aim is to build relationships and make a significant difference in my client’s lives. Even though I cater for a diverse range of client portfolios, I do in-depth planning and tailor solutions to best fit your unique profile. Once a financial plan is developed, I support you all the way with a strategy. After this has been implemented, I finally manage your portfolio and ensure that you are on track with your specific financial goals. I deliver my clients with the best suitable advice and unmatched portfolio structuring. I am looking forward to serve you in your financial journey.
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.
7 years
NQF5 Wealth Management RE5
276 Voortrekker Road, Noordheuwel, Krugersdorp, 1739
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