Prevlin Naidoo profile picture

Prevlin Naidoo

Momentum Financial Adviser

Rooihuiskraal, Centurion, Gauteng, 0149

Contact

+27 (82) 417 8488

Languages

Afrikaans,English

With my experience and knowledge in the medical aid industry, I am most passionate about that. I focus on ensuring that I assist my members to the best of my ability. It is important to understand something as complex as medical aid, and I believe that my member's are richer in their knowledge of Momentum Health. I can assist my members with claims, queries etc. to alleviate the load of our already busy lives.

With Multiply, Momentum Health members can earn lots of money and discounts for being active. I can assist with that too!

Even though, medical aid is my forte, I give my clients a full financial experience. I deal with all aspects of financial wellness and stay with my clients through every step of their financial journey.

Qualification

Management Development Programme

Wealth Management Diploma NQF5

Diploma in Contact Centre Management

RE5 and RE1

Career history

I have worked in the Financial Services Industry since 2009 when I joined Momentum Health. I managed the Outbound Sales Call Centre. I branched into Savings and Investments in 2016, and joined MFP in 2017. I have since then been focusing on all Momentum's products including life insurance, medical aid, medical insurance, gap cover, short term insurance, investments for endowments and retirement annuities and employee benefits.I have worked in the Call Centre Industry prior to joining Momentum. I have been with Momentum for 11 years to date.

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.