Ian Van Der Berg | Momentum Financial Planner

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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.

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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.

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Help your kids learn about credit

A short lesson about what credit is - for kids aged 8 to 12

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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.

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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.

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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.

My experience

Biography

As an Executive Financial Adviser with many years of experience, I help my clients to reach their financial goals. I listen to my clients needs, the cornerstone of my business', giving quality advice and service to my clients. I offer a holistic service from Estate Planning, long term Planning and Investments (Local & Foreign). Momentum is a leading financial services provider in South Africa. Momentum's broad range of advice, assurance, investments technology and Health offerings give clients the best possible financial solution. Lets work together to find the best solution 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

38 years

Qualifications and experience

Matric, RE5, NQF5