Kevin Dolley
Momentum Financial Adviser
Claremont, Cape Town, Western Cape, 7708
Contact
+27 (82) 852 4406 ,+27 (21)
[email protected]
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Languages
Afrikaans,English
11 years experience as a Financial Planner providing advice on investments, life/risk insurance, short term insurance, employee benefits, health care benefits and Mutliply.
industry experience
12
Years
Qualification
Bachelor Of Commerce : (Financial Planning)
Career history
11 years with Momentum Financial Planning as a financial planner.
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.