Ruschka Simionato
Momentum Financial Adviser
Ballito, Durban, KwaZulu-Natal,
Contact
+27 (82) 050 0231[email protected]
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Languages
Afrikaans,English
I strive to help my my Clients in any way possible to secure a positive financial outlook on their futures.
My four years with Momentum has taught me that it is possible to build a future with the correct positive attitude and willingness to take the smallest amount and watch it grow. Life is always changing and with that so are Financial circumstances.
I can assist with Life, retirement and Investments.
Qualification
Regulatory Exam 5
Momentum - 2020
Career history
I have always been in industries that have been people oriented, and the Financial Sector was introduced to me by my Financial Planner, and so started my career at Momentum 4 years ago and I have never looked back.
I completed my RE 5 and am currently studying wealth management.
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.
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.