Momentum Financial Planner
I have been a Financial Planner in the Long Term Insurance and Investment Industry for more than 20 years and pride myself in offering a truly client-centric service, offering comprehensive financial planning and advice solutions to individuals and businesses throughout their lifetime. I am currently an Executive Financial, Wealth and Investment Advisor with "Momentum Financial Planning Franchise - Specialized Portfolio Solutions" a Financial Services Provider - FSP 6406. My service delivery consist of assistance and advice on retirement and investment planning, estate and risk planning, drafting of wills and trusts, medical aid and group scheme benefits.
I have been a Financial Planner in the Long Term Insurance and Investment Industry for more than 20 years and pride myself in offering a truly client-centric service, offering comprehensive financial planning and advice solutions to individuals and businesses throughout their lifetime. I am currently an Executive Financial, Wealth and Investment Advisor with "Momentum Financial Planning Franchise - Specialized Portfolio Solutions" a Financial Services Provider - FSP 6406. My service delivery consist of assistance and advice on retirement and investment planning, estate and risk planning, drafting of wills and trusts, medical aid and group scheme benefits.
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23 years
NQF6
Lakefield Office Park, Block D, 1st Floor,272 Lenchen Ave, Centurion
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