Ruan Jacobs
Momentum Financial Adviser
Carol Road, 70, Mindalore, Krugersdorp, Gauteng, 1739
Contact
+27 (61) 477 5170 ,+27 (11) 660 9555
[email protected]
Scan code
Administration
Lianri Mulkay
+27 (79) 676 5461
[email protected]
Languages
Afrikaans,English
I started in the Financial services 2 years ago with the objective of helping every individual to reach their financial goals. One of the most important lessons I’ve learned over time is understanding the needs of clients and recognizing that everyone’s economic and life situation is unique.
I understand that my clients are the most important part of my future in this industry and that personalized service is essential when matching clients with the right financial products and services. Whether your current goals involve purchasing a first home, financing a child’s college education or planning for retirement, I want to help you make the best decisions with your money.
When I’m not working, I like to spend time with family and friends, play chess and experiment in the kitchen.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Working together, we will create a plan to meet your financial goals.
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.