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David Bailey

David Bailey

Momentum Financial Planner

I am a financial adviser to individuals as well as small and medium businesses. I specialise in investments, retirement planning, personal and business assurance, savings, and medical aid. I assist my clients in mapping their financial aspirations. I work closely with each client in reaching their financial objectives to ensure wealth creation. My goal is for clients to enjoy the success of our strategy and for each client to leave a legacy for their loved ones. For business owners, you will be able to focus on your business strategy, confident that your business continuity is planned and your financial future secure.

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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.
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Are you financially fit?
Take this quick quiz and find out.
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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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