Momentum Financial Planner | National Diploma in Accounting | RE5 |
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.
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.
6 years
As a qualified financial planning professional with a National Diploma in Accounting, Regulatory Examination certificate and class of business accreditation. I bring over 6 years of practical experience in helping individuals, families and business owners to achieve financial security and peace of mind. My expertise spans in Retirement planning, Investment Planning, Risk planning, Tax planning, Employee benefits and Estate planning enabling me to deliver comprehensive, client centric advice tailored to each stage of life
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