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Financial Wellness Practice - Mooikloof Capital

Financial Wellness Practice - Mooikloof Capital

In partnership with Momentum Financial Planning

We are 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.

Factoid
In 1980, a bag of Simba crisps cost 99c. How much do you think a 2l milk cost?
When you invest, you must beat inflation. This is why South Africans can't afford to put their money under the mattress.
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
Help your kids learn about credit
A short lesson about what credit is - for kids aged 8 to 12
Article
Getting a divorce? Check your life insurance policy.
Often you’ll need to make changes to your life policy after a divorce.
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.
Factoid
How much would you have today if you had invested R1,000 in Apple 10 years ago?
Think you know the answer?
Tool
Are your teenagers money smart?
Send this quiz to your teenagers and see how they do.
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.
Article
Thinking of changing jobs?
Congratulations! But make sure you make the right decision when it comes to your retirement savings.
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.
Tips
Lose your job? Don't make rash decisions.
Thinking of spending your payout? Paying off debt? Opening a business? Read this before you make any decisions.
Video
Should you get insurance to protect your child?
5 reasons you should consider it and how Momentum can help.
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?
Factoid
Dink jy daaraan om tekkies te koop?
In plaas daarvan om in 2016 nuwe tekkies te gekoop het, kon jy in Nike-aandele belê het en jou geld ses keer vermenigvuldig het.
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.
Tool
Pretfeite oor geld vir jonger kinders
Doen hierdie vasvra met jou jonger kinders om hulle belangstelling in geld aan te wakker.
Form
Make the most of your Road Accident Fund payout
Find out how to invest and earn an income using your payout.
Tool
Let's talk about school fees and other monthly education costs
Use this calculator to work out your monthly school bills
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
Grow your Road Accident Fund pay-out.
Fill in your details and make the most of your pay-out.
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.
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.
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?
Guides
80% of New Year's resolutions fail!
Make a plan instead – here’s a 5-step guide.
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.
Tips
Congratulations on your engagement!
Here are a few tips to help you look after your special ring.
Tool
Pay less for your medical aid
But make sure you still get the cover you need.
Article
Do you earn more than your partner? Let’s talk about it.
When one partner earns more than another, there’s bound to be complications. It’s time to talk about how to manage your finances, especially if you’re in the tricky position of earning more than your partner.
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.
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