Timothy Smith | Momentum Financial Planner | CERTIFIED FINANCIAL PLANNER (CFP®), PGDip (Financial planning - Stellenbosch), BComm (Financial management and economics)

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.

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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.

Video

Should you get insurance to protect your child?

5 reasons you should consider it and how Momentum can help.

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Do you really need income protection?

Income protection makes sure you get a regular income if you can't work because of a serious illness or injury. Do you need it?

Factoid

There's an insurance policy for death by excessive laughter at a movie theatre*

Is this true or false?

Factoid

The Apollo 11 Astronauts used their autograph as life insurance*

Is this true or false?

Factoid

You can buy alien abduction insurance in the U.S.*

Is this true or false?

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.

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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’m a financial adviser for Momentum, offering expert insight into cutting-edge products and dedicated to developing and implementing strategic plans that deliver on your financial goals. My approach is very simple, it’s all about you. Thus I take the time to understand you and your family's/businesses' goals and aspirations. You are at the center of your financial planning and money is simply the vehicle that carries you towards your goals and aspirations.

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

7 years

Qualifications and experience

CERTIFIED FINANCIAL PLANNER (CFP®), PGDip (Financial planning - Stellenbosch), BComm (Financial management and economics)