Craig Short
Momentum Financial Adviser
47 Old Main Road, 4 Tilongo, Kloof, KwaZulu-Natal, 3610
Contact
+27 (83) 675 7565[email protected]
Scan code
Languages
Afrikaans,English
I have been a Financial Advisor for 29 years whereby I provide holistic financial advice based on my clients' goals and concerns. I manage both local and international clients' portfolios. I have a comprehensive understanding of global markets, trends and products.
Qualification
Wealth Management NQF Level 5
Graduate Institute of Financial Services - 2021
Career history
01/09/1994 - 01/08/1998 : Representative promoted to Agency Manager at Liberty Life Financial Planing.
01/09/1998 - 01/09/2010 : Owner/Director of CAS Financial Brokers.
01/09/2010 - current : Executive Financial Advisor at Momentum Financial Planning.
Services offered
Healthcare
Get custom medical aid, designed to meet your needs, as well as your budget.
Life Insurance
Safeguard you and your loved ones from the financial uncertainty that comes with serious illness, injury, disability or death.
Car and Home Insurance
Providing you with reliable short-term insurance to protect your hard-earned valuables and personal belongings.
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.
Commercial Short Term Insurance
From construction to aviation and farming, whatever your needs, we have business insurance tailored to meet your industry.
Client testimonials
Craig has taken care of my family's financial requirements and especially personal life assurance, retirement planning and all other aspects surrounding short term insurance for over 20 years. He has always been extremely professional in his business dealings and very quick in assisting with any queries.
I've had the pleasure of knowing and dealing with Craig for close on 30 years in both a professional & social capacity. For a large period of this time, he has handled my affairs as my insurance, medical & Fin Adv. I have only the highest regard for his moral standing, attention to detail & professional attitude. Testimony to the high regard I hold him in.I still get financial advice from him even after immigrating to Australia 5 yrs ago.
Craig has been responsible for taking care of our financial requirements with regard to retirement planning, personal life assurance and short term insurance. He has always been extremely professional in his business dealings and looking after our interests. When called upon to assist with any queries or claims, Craig has been nothing short of fantastic and highly efficient in his role as facilitator between client and Insurer. …
Craig has taken care of my family's financial requirements and especially personal life assurance, retirement planning and all other aspects surrounding short term insurance for over 20 years. He has always been extremely professional in his business dealings and very quick in assisting with any queries.
I've had the pleasure of knowing and dealing with Craig for close on 30 years in both a professional & social capacity. For a large period of this time, he has handled my affairs as my insurance, medical & Fin Adv. I have only the highest regard for his moral standing, attention to detail & professional attitude. Testimony to the high regard I hold him in.I still get financial advice from him even after immigrating to Australia 5 yrs ago.
Craig has been responsible for taking care of our financial requirements with regard to retirement planning, personal life assurance and short term insurance. He has always been extremely professional in his business dealings and looking after our interests. When called upon to assist with any queries or claims, Craig has been nothing short of fantastic and highly efficient in his role as facilitator between client and Insurer. …
Craig has taken care of my family's financial requirements and especially personal life assurance, retirement planning and all other aspects surrounding short term insurance for over 20 years. He has always been extremely professional in his business dealings and very quick in assisting with any queries.