Ronel Beukes

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My experience

Biography

I am an Employee Benefits Specialist Financial Advisor with Momentum Financial Planning. I started my career with Momentum Risk Management Consultancy in March 1999, where I serviced the Finance and administration departments. I moved to Momentum FundsAtWork in 2004, into the Marketing Department and have been fulfilling the role of Business Development Manager and Specialist Employee Benefits Consultant. During this time, I have also started advising on Medical aid and Multiply, as there was a need for cross selling opportunities. I have been a Specialist Financial Advisor with Momentum Financial Planning since April 2014. I have a passion for assisting clients to obtain Financial Wellness, together with Physical and Emotional Wellness. I live the Mulitply Wellness programme myself and through this, I can easily assist my clients in attaining their goals and living their best lives.

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

23 years

Qualifications and experience

Certificate of Proficiency National Diploma in Bookkeeping NQF5 - Diploma in Wealth Management (Specialisation in Employee Benefits and Health Care) RE 1

My experience

Biography

In industry

Qualifications and experience

Where you can visit me