Matilda Van Burick
Momentum Financial Adviser
Casseldale, Springs, Gauteng, 1559
Contact
+27 (83) 289 9778 ,+27 (84) 460 8896
[email protected]
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Languages
Afrikaans,English
I am an independent agent with Momentum Life and I have lived on the East Rand for most of my life. I got my start in the insurance industry in the 80's and with over 40 years' experience in life- and business insurance I believe it is my responsibility as an insurance agent to guide each of my customers through their questions and provide the products and knowledge that can serve them best. I am well able to build customised insurance policies tailored to each client's specific personal, business or life insurance needs. I believe it is important that my clients understand and make sense of the product they pay for.
I enjoy building positive relationships with clients and being able to provide them with peace of mind is, I believe, what makes my clients eager to refer me to their family and friends.
I am fully licensed and specialise in providing the following insurance products:
Annuities: - post retirement/retrenchment
Annuities: - pre-retirement
Life, Disability, Critical Illness and Income Protection: illness / retrenchment
Vehicle, Contents and Building insurance
In my free time I enjoy scuba diving, motorcycling, traveling and spending time with my children in New Zealand.
industry experience
11
Years
Qualification
NQF 6
Milpark - 2019
Career history
I started my career with Sanlam in 1982 and joined Momentum life in 1998.
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.
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.
Commercial Short Term Insurance
From construction to aviation and farming, whatever your needs, we have business insurance tailored to meet your industry.