Ashleigh Elser profile picture

Ashleigh Elser

Momentum Financial Adviser at Wealth Creators

Building 13, Ground Floor Greenstonehill Office Park, Emerald Boulevard, Greenstonehill , Gauteng, 1609

My journey into financial planing started in 2010 when I was a personal assistant for a financial planner at the Momentum offices in

Sandton. It was in 2010 that I found my passion for helping clients and the importance of the financial planner in the lives of his/her

client. I then decided in 2011 to study Financial Planning to better my knowledge in the profession through Milpark Business school

while still assisting clients with my Momentum financial planner. I qualified from Milpark business school with my NQF 5 and

decided to take on a new challenge and a new role as a Momentum Practice Management Consultant. This role helped me to assist a

panel of 24 financial planners in the financial planning industry with their knowledge of Momentum products and how the product

could benefit clients from all aspect of Financial Planning. While being a Practice Management Consultant I was able to further my

studies and in Financial Planning. In 2016 I became I Momentum financial planner and also qualified from Milpark business school

with NQF 6. I am currently a Momentum financial planner with Wealth Creators. Wealth Creators is a specialised financial services

team committed to excellence .We partner with our clients on their journey to financial wellness. This focus enables us to provide

highly effective and measurable financial solutions for our clients. Wealth Creators places an emphasis on fully comprehensive and

integrated financial planning. We focus on both Wealth Creation and Wealth Protection.

industry experience

4

Years

Qualification

Advanced Certificate Financial Planning
Certificate: Financial Planning
Matric Senior Certificate

Career history

Momentum Personal Assistant 2010 - 2013

Momentum Practice Management Consultant 2013- 2016

Momentum Financial Planner 2016- Current

Services offered

Life Insurance

Safeguard you and your loved ones from the financial uncertainty that comes with serious illness, injury, disability or death.

Investment and Savings

Get personal investment solutions to help you meet your financial needs and achieve your goals.

Multiply

Earn great discounts and cashbacks from over 60 leading brands when you improve your health, safety and finances.

Wills and Trusts

Rest easy knowing Momentum Estate Administration will ensure your estate is managed accordingly when you're no longer able to.

Financial Planning

We're in the business of providing you with sound financial advice to help make smart decisions when it comes to your money. Let us help you to achieve your dream and goals.

Retirement Planning

Your decision to start saving and investing for your retirement is one of the most important decisions you'll ever make. By planning for your retirement today, you can maintain your standard of living in your golden years.

Employee Benefits

Enjoy innovative investment and risk solutions, for the financial security of your employees and business.

Client testimonials

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