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Lionel Pienaar

Lionel Pienaar

Momentum Financial Planner


I’m a financial adviser in . My professional goal is to help my clients 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.

Article
The worst financial advice you'll get this year
Here is a checklist for what NOT to do. If you follow these 10 tips, watch out - you’re at risk of making bad financial decisions.
Podcast
Would you trust Homer Simpson with your money?
In this episode Niel Joubert (Communications Manager) talks to Paul Nixon (Head of Behavioural Finance) about the human brain, behavioural finance, and why we make the choices we do.
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.
Article
Help your kids learn about credit
A short lesson about what credit is - for kids aged 8 to 12
Article
Getting a divorce? Check your life insurance policy.
Often you’ll need to make changes to your life policy after a divorce.
Tips
Are you sandwiched between looking after your parents and kids?
If you’re part of the sandwich generation, you’ll know how stressful this can get. Here are some tips on how to cope.
Article
It's good to talk to your kids about money
Families can use everyday 'teachable moments' to set their children up for financial success
Factoid
Why money isn't as simple as it seems.
These common beliefs about money are not necessarily true!
Tool
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.
Form
Are you financially fit?
Take this quick quiz and find out.
Form
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.
Form
Has your financial position changed?
Use this checklist to find out if you have all your financial bases covered.
Form
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.
Tool
Pay less for your medical aid
But make sure you still get the cover you need.
Tool
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.

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