Corpclo Financial Solutions

In partnership with Momentum Financial Planning

We are a dynamic business, attracting both experienced and new financial advisers who are passionate about building long-term client relationships and guiding clients to holistic financial wellness. Every aspect of financial advice and planning is supported through the Practice and the deep backing provided by Momentum as a leading insurance brand ensures competitive remuneration and personal and business growth. Using Momentum’s unique financial wellness framework, a comprehensive and persuasive platform with best-of-breed products, you will build long-term relationships with your clients and guide them to financial wellness at every stage of their lives.

Article

The worst financial advice you'll get this year

Here is a checklist for what NOT to do. If you follow these 10 tips, watch out - you’re at risk of making bad financial decisions.

Factoid

In 1980, a bag of Simba crisps cost 99c. How much do you think a 2l milk cost?

When you invest, you must beat inflation. This is why South Africans can't afford to put their money under the mattress.

Podcast

Would you trust Homer Simpson with your money?

In this episode Niel Joubert (Communications Manager) talks to Paul Nixon (Head of Behavioural Finance) about the human brain, behavioural finance, and why we make the choices we do.

Article

Help your kids learn about credit

A short lesson about what credit is - for kids aged 8 to 12

Tips

Are you sandwiched between looking after your parents and kids?

If you’re part of the sandwich generation, you’ll know how stressful this can get. Here are some tips on how to cope.

Article

It's good to talk to your kids about money

Families can use everyday 'teachable moments' to set their children up for financial success

Factoid

Why money isn't as simple as it seems.

These common beliefs about money are not necessarily true!

Article

Do you have financial anxiety? Here's how to calm your money nerves.

Do you procrastinate when it comes to opening the bills every month? Or stay awake at night worrying about money? Find out what financial anxiety is and how to manage it.

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Save on your premiums!

Every little bit helps. Please speak to us to make sure you’re not paying too much for your insurance, medical aid, life insurance, or other money products.

Factoid

Yes, Monopoly can help make you richer!

Learn from Monopoly to manage your money better.

Form

Are you financially fit?

Take this quick quiz and find out.

Podcast

Do you feel overwhelmed thinking about money?

In this podcast Levashni Naicker (Communications Specialist) talks to Paul Nixon (Head of behavioural finance) about investor behavior, investment noise and what happens when we are faced with too many choices.

Tips

Lose your job? Don't make rash decisions.

Thinking of spending your payout? Paying off debt? Opening a business? Read this before you make any decisions.

Form

Have you updated your will?

You’ve dedicated your life to make sure your loved ones are taken care of. Don't leave them worrying about their finances because your estate was short of cash.

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Has your financial position changed?

Use this checklist to find out if you have all your financial bases covered.

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Are you making these common money mistakes?

Your long-term wealth depends on the choices you make with each challenge you encounter as you move through life. Check how you are doing with this quiz.

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Pay less for your medical aid

But make sure you still get the cover you need.

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The Momentum insurance checklist

Being over-insured is as bad as being under-insured. Make sure you have the right cover for you. Discuss your needs with a Momentum Money Coach.

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