Grant Lockyear | Momentum Financial Planner

Guides

Congratulations on your new home!

Momentum offers a special package to people who have recently applied for a home loan or increased their existing home loan.

Article

Mothering & Money

5 key financial lessons you should be teaching your children

Article

What is the right age to get life insurance?

Reasons to get life insurance at your age.

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.

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Are you financially fit?

Take this quick quiz and find out.

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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.

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Has your financial position changed?

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

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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.

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Pay less for your medical aid

But make sure you still get the cover you need.

My experience

Biography

I am an accredited Financial Adviser, operating within a mandatory agreement in partnership with the Momentum Group. I am a B.com graduate with FSB regulatory certification and the over 34 years experience in the Financial Services Industry. My area of specialisation include Estate Planning, Retirement Planning, Investment Advice and solutions. I am also accredited to offer advice in business protection benefits and Medical Aid solutions. Whether you need medical aid cover, personal risk cover or long term investment planning, 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

31 years

Qualifications and experience

Bachelor of Commerce (B.Com) FSB Regulatory Examination Certificate