Mark Cloete profile picture

Mark Cloete

Momentum Financial Adviser

Farramere, Benoni, Gauteng, 1518

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

11

Years

Qualification

Post Graduate: Financial Planning
Matric Senior Certificate
Postgraduate Diploma: Financial Planning Certified Financial Planner Provided Underlying Qualification Achieved

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.