Laetitia Olivier
Momentum Financial Adviser
Bellville, Western Cape, 7530
Contact
+27 (84) 555 3930[email protected]
Scan code
Languages
Afrikaans,English
I am a financial planner working for Momentum, a leading financial services provider in South Africa. Our broad range of advice, insurance, investments, and health offerings give clients the best possible holistic financial solution, enabling them to achieve their purpose in life. I believe sound financial advice adds value and can change your life for the better. I am committed to help you fulfil your lifelong financial needs by providing relevant and unique solutions to suit your budget and individual circumstances. Allow me to partner with you on your unique journey to success.
industry experience
33
Years
Qualification
NQF 6 Advanced Certificate in Fin. Planning
Milpark - 2019
RE5
FSB - 2011
NQF 5 Wealth Management
Milpark - 2006
Career history
1989-1999 Sanlam – Employee Benefits
2000- 2003 Metropolitan Group Schemes – Financial Adviser
2004 Metropolitan Odyssey –Compliance Officer
2005 Newgen Corporate Brokers
2006 – 2014 Metropolitan Life - Financial Advisor
2015 – current Momentum from 1 July 2014 – Financial Advisor
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.