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Momentum Financial Planning - Cape Region

Momentum Financial Planning - Cape Region

Financial Wellness Corporate Practice

We’re a team of professional financial advisers that understands the challenges ordinary South Africans face. We understand that everyone has different financial goals that are important to them - that’s why we provide them with end-to-end solutions for their different life stages. Using our unique financial wellness framework, we can provide holistic financial solutions.

Article
Having the difficult estate planning conversation with your family
Many families avoid talking about life insurance and estate planning. This is an opportunity to explain your decisions, so that no one feels hurt due to a misunderstanding.
Article
Getting a divorce? Check your life insurance policy.
Often you’ll need to make changes to your life policy after a divorce.
Tool
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.
Form
Not vaccinated and need life cover?
Under new Momentum rules, you can apply for life cover. Find out if you qualify.
Factoid
Your pet can receive your life insurance payout
Is this true or false?
Video
Should you get insurance to protect your child?
5 reasons you should consider it and how Momentum can help.
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Do you really need income protection?
Income protection makes sure you get a regular income if you can't work because of a serious illness or injury. Do you need it?
Article
Does your husband or wife avoid talking about life insurance?
Death is a tough subject to address - but if something happens to you or your spouse, life insurance will help secure your children's future.
Factoid
There's an insurance policy for death by excessive laughter at a movie theatre*
Is this true or false?
Factoid
The Apollo 11 Astronauts used their autograph as life insurance*
Is this true or false?
Factoid
You can buy alien abduction insurance in the U.S.*
Is this true or false?
Form
Has your financial position changed?
Use this checklist to find out if you have all your financial bases covered.
Tool
Do you need to increase your life cover?
You could double your existing life cover without any medical examinations. Find out if you qualify.
Tips
It's illegal to leave your life insurance payout to your pet
Here’s some tips to ensure that your life insurance goes where it’s meant to.
Article
Life insurance is very different to an investment - here’s why.
Most people need both insurance and investments in their financial plans. Before you make any decisions, make sure you understand what insurance is.
Guides
Financial to-do list if you're planning to have a baby
Life often hands us surprises, and we can’t plan for every situation - but if you follow this financial to-do list, you’ll be better prepared for your life as a parent.
Tool
Is it time to change the amount of your life cover?
Even if your life insurance increases each year, you should review the amount of cover at these key moments.
Tool
Are you about to have a baby?
You have probably thought about baby clothes and nappies, but have you got your finances in check? Do this quiz and find out.
Factoid
An insurance company offered a cash reward to anyone who could capture Big Foot
Is this true or false?
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