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Momentum Financial Wellness Practice Bloemfontein

Momentum Financial Wellness Practice Bloemfontein

107 President Reitz Ave, Westdene, Bloemfontein, 9301

We are a dynamic, entrepreneur-led business, attracting both experienced and new financial advisers who are passionate about building long-term client relationships and guiding clients to holistic financial wellness. Every aspect of financial advice and planning is supported through the Practice and the deep backing provided by Momentum as a leading insurance brand ensures competitive remuneration and personal and business growth. Using Momentum’s unique financial wellness framework, a comprehensive and persuasive platform with best-of-breed products, you will build long-term relationships with your clients and guide them to financial wellness at every stage of their lives.

Article
The worst financial advice you'll get this year
Here is a checklist for what NOT to do. If you follow these 10 tips, watch out - you’re at risk of making bad financial decisions.
Article
Scammers target the elderly.
How to protect your parents and grandparents from financial abuse.
Podcast
Would you trust Homer Simpson with your money?
In this episode Niel Joubert (Communications Manager) talks to Paul Nixon (Head of Behavioural Finance) about the human brain, behavioural finance, and why we make the choices we do.
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.
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.
Factoid
Why money isn't as simple as it seems.
These common beliefs about money are not necessarily true!
Article
Do you have financial anxiety? Here's how to calm your money nerves.
Do you procrastinate when it comes to opening the bills every month? Or stay awake at night worrying about money? Find out what financial anxiety is and how to manage it.
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
Yes, Monopoly can help make you richer!
Learn from Monopoly to manage your money better.
Form
Are you financially fit?
Take this quick quiz and find out.
Podcast
Do you feel overwhelmed thinking about money?
In this podcast Levashni Naicker (Communications Specialist) talks to Paul Nixon (Head of behavioural finance) about investor behavior, investment noise and what happens when we are faced with too many choices.
Article
Fun fact: In 1980, Pepsi cost R0.33. In 2023, it costs R9.99.
When you invest, you must beat inflation. This is why South Africans can’t afford to put their money under the mattress.
Tool
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
Thinking of buying sneakers?
Instead of buying new sneakers in 2016, you could have bought Nike shares and made your money grow 6-times over.
Factoid
Warren Buffett's 5/25 rule
What one of the world's richest men says about prioritising.
Factoid
Rules for good money management.
4 pointers for your 2023 financial plan.
Podcast
Making sense of annuities
In this podcast Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about annuities.
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.
Article
Do you pay towards the care of your parents as well as your children?
The ‘sandwich generation’ is shorthand for those who financially look after parents as well as children. Are you part of the sandwich generation? If so, you need to consider your parents’ needs in your financial plan.
Tool
Let's debunk some myths about car insurance.
Are red cars more expensive to insure? Here's where you find the answer!
Form
Has your financial position changed?
Use this checklist to find out if you have all your financial bases covered.
Article
5 tips for building your emergency savings fund
It’s more important than ever to build up emergency savings that you can fall back on when the world gives you a financial knock.
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.
Article
Worried that you made the wrong decision about your medical aid?
Every December, you have had to choose whether to change the medical aid you’re on, or keep to your current option. But if you feel you’ve made the wrong choice, all is not lost! Let’s look at what you can change during the year.
Article
Do you know which extra benefits come with your salary?
If you’re employed, the chances are that you get retirement and insurance benefits along with your salary.
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.
Video
Welcome to your fun fund!
We have all heard of an emergency and rainy-day fund, but what about a fund for the good times?
Tool
Get started on the new school year!
Here is a back-to-school budget tool to help you get ready for the new year.
Article
Help your employees become financially secure
If one of your employees becomes disabled or severely ill, will they be able to manage financially?
Article
South Africans are investing internationally - from their armchairs
There has never been a better time to set up your international investment.
Video
Premium lamb chops for R6.60
Sounds dodgy, right? See how inflation can leave a bad taste in your mouth.
Form
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.
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
Pay less for your medical aid
But make sure you still get the cover you need.
Tool
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.
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.
Tool
Living the good life!
So you’ve tied the knot and want to have a great life. But do you and your partner think about money the same way?
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