Dick Muller | 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.

Form

Has your financial position changed?

Use this checklist to find out if you have all your financial bases covered.

Tips

It's illegal to leave your life insurance payout to your pet

Here’s some tips to ensure that your life insurance goes where it’s meant to.

Tool

Is it time to change the amount of your life cover?

Even if your life insurance increases each year, you should review the amount of cover at these key moments.

Factoid

An insurance company offered a cash reward to anyone who could capture Big Foot

Is this true or false?

My experience

Biography

I am a financial planner working for Momentum, a leading financial services provider in South Africa. Our broad range of advice, insurance, investments, and health offerings give clients the best possible holistic financial solution, enabling them to achieve their purpose in life. I believe sound financial advice adds value and can change your life for the better. I am committed to help you fulfil your lifelong financial needs by providing relevant and unique solutions to suit your budget and individual circumstances. Allow me to partner with you on your unique journey to success.

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

18 years

Qualifications and experience

Certificate in Financial Planning

Where you can visit me

12 Beacon House, 123 Meade Street, George, 6529

View on Google Maps