Momentum Financial Planning
Our financial advisers provide you with sound financial advice you can trust to help you on your personal journey and to make informed decisions about your money - so you can achieve your dreams and goals. Whether you’re moving up the corporate ladder or planning your retirement, Momentum’s certified financial planners can help you get there. We:
- Help you make informed decisions about your money to achieve your goals..
- Provide expert advice to assist with all your financial planning needs.
- Assist you with a tailored financial plan for your specific needs.
What is Momentum Financial Planning?
We’re a team of professional financial advisers that understands the challenges ordinary South Africans face. We understand that everyone has different financial goals that are important to them - that’s why we provide them with end-to-end solutions for their different life stages. Using our unique financial wellness framework, we can provide holistic financial solutions.
We’re here for you every step of the way
Whether you’re an individual looking for a financial adviser, a business owner looking for a financial expert, or interested in the requirements of becoming a financial adviser, we can help.
More about Momentum Financial Planning
We’re here to positively impact your journey to success, because we care.
Our commitment to you
We’re committed to fulfilling our clients’ lifelong needs by helping with the planning and achievement of financial goals and dreams.
We do this by conducting a comprehensive overview of your financial needs and help you with structuring a personalised financial plan to match your income and life stage.
We believe in the value of financial advice
The earlier you start planning for your future, the more likely you are to reach your financial goals. We’ll help you work out your short, medium and long-terms goals and prioritise them, so you can start planning and managing your finances to achieve them.
How to find the right
financial adviser
Find specialised financial advice for your needs - from insurance cover, to saving, to estate and retirement planning.
Find a financial adviser
near you
I’d like to find a financial adviser near me to help with my personal financial plan.
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