Momentum Financial Planner
I’m a financial adviser and registered tax practitioner. My professional goal is to help my clients to reach their financial goals with a comprehensive approach to managing your risk, creating and building wealth and proactively managing and minimizing your tax liability. This unique ability gives me the significant advantage to assist clients in achieving their financial goals in the most tax efficient and costs effective manner. Whether you need short-term advice relating to the Covid crisis or a 20-year investment plan, I’m here for you.
I’m a financial adviser and registered tax practitioner. My professional goal is to help my clients to reach their financial goals with a comprehensive approach to managing your risk, creating and building wealth and proactively managing and minimizing your tax liability. This unique ability gives me the significant advantage to assist clients in achieving their financial goals in the most tax efficient and costs effective manner. Whether you need short-term advice relating to the Covid crisis or a 20-year investment plan, I’m here for you.
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.
16 years
National Certificate in Wealth Management (NQF 5) Certificate in Business Ethics Certificate in Financial Literacy Tax Practitioner (SAICA)
201 Umhlanga Ridge Boulevard, Cornubia, Durban, 4302
© 2025 Momentum Financial Planning | ©2025 Momentum is a part of Momentum Metropolian Life Limited, an authorised financial services and registered credit provider