Momentum Financial Planner | CFP®️
Our client commitment is based on integrity and professionalism. We have an unwavering commitment to integrity. We will always act in a manner that demonstrates exemplary professional conduct. As we adhere to all the requirements of our industry professional body, the Financial Planning Institute of South Africa, we do investment and financial planning at the highest standard possible in South Africa. We integrate the total spectrum of our client portfolios (investment, tax, insurance policies, wills and trusts) according to our advice and management process. The portfolios of our clients are structured 100% correctly, tailored for every individual. Our investment book is part of the Top 20 largest books in South Africa at Momentum Financial Planning. We partner with a bespoke team of investment specialists from Allan Gray, Coronation and Momentum. We have Model Portfolios structured for every investment need, rewarding our clients with some of the best investment returns in South Africa. We do not charge any upfront fees, as we believe in long term planning with advice fees to be earned. Our investment process is cost effective and transparent.
Our client commitment is based on integrity and professionalism. We have an unwavering commitment to integrity. We will always act in a manner that demonstrates exemplary professional conduct. As we adhere to all the requirements of our industry professional body, the Financial Planning Institute of South Africa, we do investment and financial planning at the highest standard possible in South Africa. We integrate the total spectrum of our client portfolios (investment, tax, insurance policies, wills and trusts) according to our advice and management process. The portfolios of our clients are structured 100% correctly, tailored for every individual. Our investment book is part of the Top 20 largest books in South Africa at Momentum Financial Planning. We partner with a bespoke team of investment specialists from Allan Gray, Coronation and Momentum. We have Model Portfolios structured for every investment need, rewarding our clients with some of the best investment returns in South Africa. We do not charge any upfront fees, as we believe in long term planning with advice fees to be earned. Our investment process is cost effective and transparent.
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.
21 years
Postgraduate Diploma in Financial PlanningCFP® professional
Church Corner Building, 3rd Floor, 2 Kerk Street, Bo-Dorp, George, 6529
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