Fortunate Selepe | Momentum Financial Planner

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.

Tips

Are you sandwiched between looking after your parents and kids?

If you’re part of the sandwich generation, you’ll know how stressful this can get. Here are some tips on how to cope.

Form

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.

Form

Has your financial position changed?

Use this checklist to find out if you have all your financial bases covered.

Article

A maltese poodle got 12 million dollars as her inheritance...

But… only ended up with 2 million after the family disputed the will*. Get some tips to avoid disputes.

My experience

Biography

I’m a Momentum financial adviser and I help my clients reach their financial goals. Whether you need short-term advice relating to the Covid crisis or a 20-year investment plan, I’m here for you.

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

10 years

Qualifications and experience

Higher Certificate in Financial Planning

Where you can visit me

50 Tegel Avenue, Highgrove Office Park, Building 8, 1st Floor, Highveld, Centurion, 0169