Simone De Vries
Momentum Financial Adviser
Windsor Park, Despatch, Eastern Cape, 6220
Contact
+27 (73) 062 0500[email protected]
Scan code
Languages
Afrikaans,English
I have been in the industry for 17 years and joined the Momentum team because of their innovative and leading financial solution offerings. At Momentum, we believe in identifying each person’s unique financial needs and then providing a solution to achieve their goals and life aspirations. I am dedicated to helping my clients achieve their lifelong financial needs and preparing a strategy that will fit their budget as well as their circumstances.
If your financial state is causing you stress and you require guidance to become financially savvy, contact me for a free assessment. Let me help you enhance your financial well-being while you enjoy life and your family.
industry experience
17
Years
Qualification
RE1
Moonstone Business School of Excellence - 2012
Certificate in Financial Planning NQF 5
Milpark Business School - 2010
Intermediate Leadership Programme
Nelson Mandela University Business School - 2016
Career history
I worked for Ambiton Financial Services for 15 years. I was the head of all long term insurance administration and client services. My duties also included selling and administering corporate schemes and medical aid. As part of my responsibilities I was head of the life retentions team and responsible for life policy alterations, assisting with maturities, surrenders, unpaid premiums and commission and fee queries. My daily activities included analyzing investments and assisting with switches; repurchases, income revisions and fee renewals. I also ensured that the compliance and FICA was up to date and compliant. I am skilled at documenting and implementing new processes for my department and actively participate in upselling and cross-sellling in the market.
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.
Employee Benefits
Enjoy innovative investment and risk solutions, for the financial security of your employees and business.