Lukas Du Plessis
Momentum Financial Adviser
Eversdal, Durbanville, Western Cape, 7550
Contact
+27 (71) 385 0939[email protected]
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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
22
Years
Qualification
National Certificate: Wealth Management
Fin. Planning Institute of South Africa - 2012
Career history
Industry broker consultant
Senior planner Momentum Financial Planning
Services offered
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.