William Marra

Momentum Financial Planner | Certified Financial Planner

As a financial adviser in Cape Town, my primary goal is to provide comprehensive and tailored financial planning services to help clients navigate both short-term challenges, such as the Covid crisis, and long-term financial goals spanning over 20 years. I emphasize a holistic approach, understanding each client's unique needs and risk tolerance. Through regular portfolio reviews, transparent practices, and the integration of technology, I aim to build lasting trust with clients. Continuous professional development, networking with industry experts, and active client engagement contribute to my commitment to delivering ethical and effective financial solutions. Ultimately, my mission is to be a reliable partner in guiding clients toward financial success and security.

Article

Scammers target the elderly.

How to protect your parents and grandparents from financial abuse.

Video

Will your retirement be romantic?

Let’s make sure medical claims don’t spoil your sunsets.

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.

Video

If your medical aid costs R2 500 now, what will it cost when you retire?

Watch this short video to find out.

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.

Video

“Help! I haven’t started saving for retirement yet.”

Here’s how to save +-R1 million towards your retirement.

Podcast

Making sense of annuities

In this podcast Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about annuities.

Article

You’ll be healthy when you retire, right?

Let’s check for hidden cavities in your retirement plan and how to avoid them.

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.

William Marra

My experience

Biography

In industry

Qualifications and experience

Where you can visit me