Momentum Financial Planner
I'm a financial adviser in Gauteng. My professional goal is to help my clients to reach their financial goals. Whether you need short-term advice relating to the Covid crisis or a 20-year investment plan, I'm here for you. Meet our Financial Advisor Juan Le Roux 🤝🏽 I brings a vast knowledge in risk management, strong integrity and is driven by pursuing and improving the financial wellbeing of my clients. My experience in the industry enables me to consult with my clients on all financial matters. I recognise that each client has different financial needs and therefore assess the client’s needs and objectives. I take the time to fully comprehend each client's circumstance prior to proposing solutions that address specific financial needs. My services include the following: •Life insurance •Investment strategy planning •Short term-insurance •Medical aid and Gap cover •Disability and dread disease cover •Estate duty calculations •Retirement planning •Wills •Employee benefits •Income protection •Business assurance "The financial industry is fast paced and constantly growing. By being an advisor, I can assist my clients to plan for those unforeseen circumstances. The industry enables me to assist my clients to invest, save, plan and to create a better financial future. I meet different people and can positively change, alter and affect my client’s financial future and financial wellbeing in a positive manner. My greatest role as a financial advisor is to put my clients and their families first."
I'm a financial adviser in Gauteng. My professional goal is to help my clients to reach their financial goals. Whether you need short-term advice relating to the Covid crisis or a 20-year investment plan, I'm here for you. Meet our Financial Advisor Juan Le Roux 🤝🏽 I brings a vast knowledge in risk management, strong integrity and is driven by pursuing and improving the financial wellbeing of my clients. My experience in the industry enables me to consult with my clients on all financial matters. I recognise that each client has different financial needs and therefore assess the client’s needs and objectives. I take the time to fully comprehend each client's circumstance prior to proposing solutions that address specific financial needs. My services include the following: •Life insurance •Investment strategy planning •Short term-insurance •Medical aid and Gap cover •Disability and dread disease cover •Estate duty calculations •Retirement planning •Wills •Employee benefits •Income protection •Business assurance "The financial industry is fast paced and constantly growing. By being an advisor, I can assist my clients to plan for those unforeseen circumstances. The industry enables me to assist my clients to invest, save, plan and to create a better financial future. I meet different people and can positively change, alter and affect my client’s financial future and financial wellbeing in a positive manner. My greatest role as a financial advisor is to put my clients and their families first."
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.
2 years
Lakefield Office Park, Block D, 1st Floor,272 Lenchen Ave, Centurion
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