Wealth Management Specialist | CFP®
I offer reputable coaching and expert guidance to Momentum financial planners, aiming to drive client expansion and enhance customer loyalty. Additionally, I employ strategies to identify and cultivate fresh relationships, networks, channels, and business prospects. My primary responsibility entails delivering continuous support to Momentum financial planners, ensuring client growth and the attainment of business objectives.
I offer reputable coaching and expert guidance to Momentum financial planners, aiming to drive client expansion and enhance customer loyalty. Additionally, I employ strategies to identify and cultivate fresh relationships, networks, channels, and business prospects. My primary responsibility entails delivering continuous support to Momentum financial planners, ensuring client growth and the attainment of business objectives.
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.
Wealth Management Specialist
10 years
BComm Etrepreneurship and Business Management BComm Honours in Marketing and Business Management Post-Graduate Diploma in Financial Planning Certified Financial Planner®
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