Dharmesh Mistry | Momentum Financial Planner

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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.

My experience

Biography

With 28 years worth of experience, I am a Certified Financial Planning Professional (internationally-recognised CFP® designation) with a demonstrated history of working in the financial services industry. Skilled in Life Insurance and Risk benefits, Retirement and Pension funds, Employee Benefits Design, Healthcare benefits, Short Term Insurance and Estate Planning... I provide holistic financial planning solutions custom-made to individual needs.

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.

In industry

28 years

Qualifications and experience

Post Graduate Diploma in Financial Planning

Where you can visit me

Lakefield Office Park, Block D, 1st Floor,272 Lenchen Ave, Centurion