Jaco Groenewald profile picture

Jaco Groenewald

Momentum Financial Adviser at Specialized Portfolio Solutions

405 Rigel Avenue, Erasmusrand, Pretoria, Gauteng, 0181

Contact

+27 (71) 687 8531 ,
+27 (12) 347 5151




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Administration

Christine Heyneke
+27 (72) 137 1447

Languages

Afrikaans,English

Franchise

Specialized Portfolio Solutions

I am passionate about assisting in financial matters. I care about families and their welfare and believe that financial success starts with a Financial Plan. The drafting of a sound Financial Plan provides the basis to providing financial solutions that suit client needs.

industry experience

5

Years

Qualification

Matric Senior Certificate
National Certificate - Wealth Management

Career history

I started my career in United Bank in August 1990. I was involved in the administration side of the merger of the four South African banks into ABSA. In my time at ABSA I held various managerial positions including Admin Supervisor; Operations Manager - ABSA branch; Client Service Manager - ABSA branch; Mini-branch Manager and Branch Manager of various branches until I resigned in January 2010.



From January 2010 until I joined Momentum in September 2015 I was dealing with collectible items including Krugerrands; Gold sets; having coins graded (3rd party grading company in the US) as well as other collectible items.

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.

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