Nicolene Traut
Momentum Financial Adviser
Fourways, Randburg, Gauteng, 2191
Contact
+27 (79) 697 7260 ,+27 (11) 991 5700
[email protected]
Scan code
Administration
Lizelle du Toit
+27 (65) 116 4648
[email protected]
Languages
Afrikaans,English
I pride myself in understanding the wants and needs of each of my clients. This enables me to provide a tailored package that suits your actual and specific requirements, not just at a given time but throughout your life.
I believe in building transparent relationships with clients allowing us to work together to ensure your financial health, so we may not only protect what you have, but also create more.
Having been in the industry for more than 5 years, I have a breath of knowledge, which I pride myself on expanding daily.
industry experience
6
Years
Qualification
RE1
RE5
BComm Marketing Management
Career history
Project Coordinator ( The Creative Counsel)
New Product Development and Marketing Manager 2nd in Charge (Glass Decorations)
Financial Advisor ( Discovery)
Business consultant ( Discovery)
Financial Advisor (Cratos Life)
Momentum Financial Advisor (Current)
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.