Achieving financial empowerment with a financial plan
To successfully reach your financial goals, you need to have a plan that’s based on knowledgeable advice. Your financial success is as unique as your fingerprint, so your financial plan should be tailored to fit your unique financial status and where you are on your life journey. This is when a financial adviser can be your trusted partner to assess your overall picture of your finances and formulate a plan.
How a Momentum financial adviser can help you
Momentum Financial Planning is made up of financial advisers who can view your finances holistically and offer a comprehensive financial plan. They don’t only empower you to look after your money but are committed to building a life-time partnership with you throughout your life stages.
On Geldhede this previous Monday
Momentum Metropolitan deputy CEO and CEO of Momentum Investments, Jeanette Marais revealed how a well-structured financial plan can be used as a tool to prepare for those financial speed bumps and to accelerate your success.
Jeanette’s top tips on financial planning:
- It’s important to get a professional financial adviser’s guidance when building your financial plan.
- When looking for a financial adviser, meet more than one. Make sure it’s someone you can build a trusted, long-term partnership with to walk this journey with you.
- Ask your financial adviser what to expect from them, their investment philosophy and most importantly, ask about their fees.
60 seconds of advice on financial planning
Every earner needs a financial planner to help them arrive at the top of their money mountain.
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