Momentum Financial Planner
I am a Senior Executive Financial Advisor with Momentum Sandton Strelitzia Branch for the last 16 years and ex Sage Life for 15 years and I aim to meet my client's explicit short, medium and long term financial goals. I offer everything from Business Assurance Cover right up to Share Portfolios.
I am a Senior Executive Financial Advisor with Momentum Sandton Strelitzia Branch for the last 16 years and ex Sage Life for 15 years and I aim to meet my client's explicit short, medium and long term financial goals. I offer everything from Business Assurance Cover right up to Share Portfolios.
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.
31 years
Sage Life Product Accreditation and Financial Planning Training, Momentum Academy and Product Training Moonstone Regulatory Level 1 Certificate. I also attend regular Training Webinars with Financial Planning Institute. I am also a member of FPI and FIA. I atend regular Asset Management Live and Online Webinar Roadshows.
The MARC - Maude and Rivonia Corner, Building 2, 6th Floor, 129 Rivonia Rd, Sandown, Sandton, 2196
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