Harry Opperman

Franchise Principal/Financial Adviser at Consult Montana

1014 Weaver Street, Pretoria, Gauteng, 0182

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Born in Zimbabwe and schooled in KZN, Harry spent the last 26 years in the financial services industry, 10 of which he spent giving sound financial advice. He is a certified financial planner and wealth manager, who works with businesses and individuals.

Qualification

Harry studied towards a BCom and completed all but two modules, which gave him the background he needed to build a career in finance. While working for Sanlam, Harry obtained his ILPA qualification (Institute for Life and Pension Advisers) in 2000 and his SMDip through the University of Stellenbosch in 2003. Harry is a certified financial planner and a member of the Financial Planning Institute of Southern Africa.

Career history

Harry kicked off a career in financial services in 1983, when he took up a position at the old Volkskas Bank. He left Volkskas a year later to pursue a career in recruitment at Eskom. His passion for all things financial found a home at Sanlam in 1990, where he stayed until 2005. By that time he had been promoted to the level of Regional Manager. For the next eight years, Harry honed his skill as a financial adviser at Absa. He left Absa in 2014 to take up the challenge of Franchise Principal at Momentum Consult's Montana franchise. Harry's clients look to him to provide financial advice on a personal and business level, to handle their investment and wealth management needs, as well as their commercial short-term insurance and personal healthcare needs.When Harry is not seeing to the financial wellness and estate planning of his franchise clients, you might find him playing a round of golf or watching a rugby match with his wife of 33 years, Moira.

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.

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.