Leon Oosthuizen | Momentum Financial Planner

Article

Having the difficult estate planning conversation with your family

Many families avoid talking about life insurance and estate planning. This is an opportunity to explain your decisions, so that no one feels hurt due to a misunderstanding.

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Are you financially fit?

Take this quick quiz and find out.

Podcast

Making sense of annuities

In this podcast Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about annuities.

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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

I’m a senior Momentum financial adviser and I help my clients reach their financial goals. I provide sound financial advice you can trust to help you on your personal journey. Whether you're looking to build and grow your wealth, protect your money or get an income from your investment, I can offer a range of personal investment solutions you can tailor to meet your investment need. I will assist you to make informed decisions about your finances in order to achieve your dreams and goals.

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

25 years

Qualifications and experience

National Certificate - Financial Services Wealth Management

Where you can visit me

79 Long Street, Great Brak River, 6525

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