Ruan Jacobs profile picture

Ruan Jacobs

Momentum Financial Adviser at Newco Financial Planning

276 Voortrekker Road, Noordheuwel, Krugersdorp, Gauteng, 1739

I believe everyone’s financial and lifestyle situation is unique, and I keep that in mind when providing financial advice to all my clients. I believe that personalized service is essential when matching clients with the right financial security products and services.



As a Financial Advisor, I am dedicated to learning about your personal goals and determined that all goals can be achieved through teamwork. Together we will use them to build a financial plan focused on your specific needs and objectives.

Qualification

Matric Senior Certificate
Strata Control Met (Unisa)
Adult Basic Education and Training (Unisa)

Career history

New to the Industry

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.

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