Pierre Van Aswegen
Momentum Financial Adviser
20 Impala Avenue, Doringkloof, Centurion, Gauteng, 0157
Contact
+27 (72) 365 6142[email protected]
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Administration
Hantie Nel & Riana Wepener
[email protected]
Languages
Afrikaans,English
I'm a dedicated financial planner with Momentum, committed to helping clients achieve their financial goals and secure their future since January 2019.
With extensive training and qualifications, including the completion of NQF 5 and NQF 6 financial planning courses, I bring a wealth of knowledge and expertise to each client interaction. My passion lies in crafting personalized financial solutions tailored to the unique needs and aspirations of every individual or family I serve.
Whether it's retirement planning, investment strategies, estate planning or insurance solutions, I take pride in providing comprehensive guidance and support every step of the way. My goal is to empower clients to make informed decisions and navigate the complexities of the financial landscape with confidence.
I am committed to building long-lasting relationships based on trust, integrity, and transparency. Together, let's embark on a journey towards financial security and prosperity.
Qualification
Higher Certificate in Fin. Planning NQF 5
Milpark - 2019
Advanced Certificate in Fin. Planning NQF 6
Milpark - 2021
Career history
2016-2018: Administrative Assistant, Independent Financial Service Provider
· Demonstrated exceptional organizational skills while gaining invaluable insights into financial planning firm operations
2018-2019: Financial Needs Analyst & Cold-calling Specialist, Momentum Financial Planning Practice
· Conducted comprehensive financial needs analyses for new clients, showcasing strong analytical abilities.
· Spearheaded successful cold-calling initiatives, significantly expanding the client base and fostering growth.
2019-Present: Financial Planner, Momentum Financial Planning Practice
· Transitioned into a pivotal role as a financial planner, showcasing dedication and ambition.
· Continuously improved skills and expertise, staying abreast of industry trends to provide top-notch service.
· Passionately guided clients towards financial security and success, reflecting a commitment to their well-being.
Overall, my journey from administrative assistant to financial planner exemplifies a trajectory marked by growth, adaptability, and a relentless pursuit of excellence in the financial planning field.
Services offered
Life Insurance
Safeguard you and your loved ones from the financial uncertainty that comes with serious illness, injury, disability or death.
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.