Hugo Blom | Momentum Financial Planner

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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

The desire to make a difference in people’s lives motivated me to join the Financial Planning industry almost twenty-two years ago. I focus on holistic financial planning for my clients and run an advice driven based practice instead of a product selling practice. The product should be the solution to a well detailed financial plan that identifies my clients’ unique needs and life objectives. My focus is on building long and trusting relationship with my clients as I believe a client will only remain loyal to you if they trust you and truly believe you have their best interests at heart. Financial Planning Focus Areas: • Pre- and post-retirement planning • Investment planning and advice • Estate Planning • Business assurance structuring I am married and have two beautiful daughters. Family is the most important thing in my life. I am actively involved in our local Neighbourhood Watch and serve on the governing body of my daughter’s school.

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

21 years

Qualifications and experience

BCompt Degree UNISA Post Graduate Diploma in Financial Planning CFP Professional

Where you can visit me

MMI Place, 14 Mispel Road, Cape Town, 7530