Mercia Botha

Momentum Financial Planner | Mercia Botha, Executive Financial Adviser

Executive Financial Advisor | Momentum With 25 years of experience in the financial services industry — and over 15 years dedicated to my current role — I specialize in helping individuals and families achieve financial peace of mind. As an Executive Financial Advisor at Momentum, my expertise lies in retirement planning, risk cover (including life, funeral, disability, illness, and income protection), and medical aid solutions. I also assist clients with short-term insurance, investment strategies, and savings plans, including education savings. I pride myself on building lasting relationships with clients by offering trusted guidance tailored to their unique needs, at every stage of life.

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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.

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Mercia Botha

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