Momentum Financial Planner | Bcompt
I am financial planner working for Momentum Financial Planning. My purpose is to inspire and deliver solution based financial planning to my clients. I am passionate about helping clients to engage with their money and achieve more out of the basket they have and doing clients financial plans is close to my heart. I believe that financial planning is when I have done proper financial coaching to my clients in order for them to meet their long term financial goals. I believe that clients are looking for more than just a specific financial advice and are seeking for full financial planning. Trust in financial planning is of paramount importance, clients are looking for someone whom they can trust and feel free to talk about their financial plans, I believe in the strong values that uphold honesty, integrity and striving to deliver value add advice to the clients for their best interests. Qualification Baccalaureus Computationis (BCompt) (University of Limpopo) RE5
I am financial planner working for Momentum Financial Planning. My purpose is to inspire and deliver solution based financial planning to my clients. I am passionate about helping clients to engage with their money and achieve more out of the basket they have and doing clients financial plans is close to my heart. I believe that financial planning is when I have done proper financial coaching to my clients in order for them to meet their long term financial goals. I believe that clients are looking for more than just a specific financial advice and are seeking for full financial planning. Trust in financial planning is of paramount importance, clients are looking for someone whom they can trust and feel free to talk about their financial plans, I believe in the strong values that uphold honesty, integrity and striving to deliver value add advice to the clients for their best interests. Qualification Baccalaureus Computationis (BCompt) (University of Limpopo) RE5
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6 years
BCompt
Lakefield Office Park, Block D, 1st Floor,272 Lenchen Ave, Centurion
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