The value of a financial advisor
How do you find a financial adviser you can trust among a sea of average ones? Could you see that adviser getting to know you well enough to trust them to help you with planning your finances for the next 20 years of your life?
If your answer is yes, then you're about to embark on a journey to success with your financial adviser by your side as your trusted mentor and friend.
- Assist you with managing your retirement savings portfolio.
- Help you make informed decisions on insurance cover best suited to your needs.
- Can assist you with mapping our financial plan that can be adapted to your lifestyle changes.
Financial planning for success
A Momentum financial adviser is someone who's willing to get to know you personally. It's not just a transaction - it's a partnership.
How can a financial adviser help me?
Once a financial planner knows your goals, they’ll be able to provide informed and thoughtful financial advice to keep you on track to achieving your financial goals.
Why do I need a financial adviser?
It's not impossible to invest on your own in South Africa, but an adviser has the objectivity and experience to help you with financial planning to grow your wealth, adapt to meet the full range of challenges you might face, avoid costly mistakes, and to help you stay focused and on track with tax-efficient investments.