David Bailey
Momentum Financial Adviser
Welgelegen, Cape Town, Western Cape, 7500
Contact
+27 (83) 469 8950[email protected]
Scan code
Languages
English
I am a financial adviser to individuals as well as small and medium businesses. I specialise in investments, retirement planning, personal and business assurance, savings, and medical aid.
I assist my clients in mapping their financial aspirations. I work closely with each client in reaching their financial objectives to ensure wealth creation. My goal is for clients to enjoy the success of our strategy and for each client to leave a legacy for their loved ones.
For business owners, you will be able to focus on your business strategy, confident that your business continuity is planned and your financial future secure.
industry experience
24
Years
Qualification
Advanced Estate and Financial Planning NQF5
National Certificate: Financial Markets and Instruments - Wealth Management NQF 6
Career history
I joined the industry in 1998 and have worked as an Independent Financial Advisor as well as with Absa and FNB in their Commercial Division.
I joined Momentum in 2010 as I believe in the organisation and their products.
Through our client-facing brands Momentum, with Multiply our wellness and rewards programmes, as well as Guardrisk, the group enable business and people from all walks of life to achieve their financial goals and life aspirations.
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.