Momentum Financial Planning - Silverlakes

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.

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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.

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Getting a divorce? Check your life insurance policy.

Often you’ll need to make changes to your life policy after a divorce.

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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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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?

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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.

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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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Do you need to increase your life cover?

You could double your existing life cover without any medical examinations. Find out if you qualify.

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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.

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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.