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Simone De Vries

Simone De Vries

Momentum Financial Planner

I have been in the industry for 19 years and joined the Momentum team because of their innovative and leading financial solution offerings. At Momentum, we believe in identifying each person’s unique financial needs and then providing a solution to achieve their goals and life aspirations. I am dedicated to helping my clients achieve their lifelong financial needs and preparing a strategy that will fit their budget as well as their circumstances. If your financial state is causing you stress and you require guidance to become financially savvy, contact me for a free assessment. Let me help you enhance your financial well-being while you enjoy life and your family.

Article
Scammers target the elderly.
How to protect your parents and grandparents from financial abuse.
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.
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.
Factoid
How much would you have today if you had invested R1,000 in Apple 10 years ago?
Think you know the answer?
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.
Article
Thinking of changing jobs?
Congratulations! But make sure you make the right decision when it comes to your retirement savings.
Podcast
Do you feel overwhelmed thinking about money?
In this podcast Levashni Naicker (Communications Specialist) talks to Paul Nixon (Head of behavioural finance) about investor behavior, investment noise and what happens when we are faced with too many choices.
Tips
Lose your job? Don't make rash decisions.
Thinking of spending your payout? Paying off debt? Opening a business? Read this before you make any decisions.
Factoid
Dink jy daaraan om tekkies te koop?
In plaas daarvan om in 2016 nuwe tekkies te gekoop het, kon jy in Nike-aandele belê het en jou geld ses keer vermenigvuldig het.
Factoid
Thinking of buying sneakers?
Instead of buying new sneakers in 2016, you could have bought Nike shares and made your money grow 6-times over.
Podcast
Making sense of annuities
In this podcast Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about annuities.
Article
Do you pay towards the care of your parents as well as your children?
The ‘sandwich generation’ is shorthand for those who financially look after parents as well as children. Are you part of the sandwich generation? If so, you need to consider your parents’ needs in your financial plan.
Form
Has your financial position changed?
Use this checklist to find out if you have all your financial bases covered.
Article
South Africans are investing internationally - from their armchairs
There has never been a better time to set up your international investment.
Video
Premium lamb chops for R6.60
Sounds dodgy, right? See how inflation can leave a bad taste in your mouth.
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