Stephan Mulatinho
Momentum Financial Adviser
Building 13, Ground Floor Greenstonehill Office Park, Emerald Boulevard, Greenstonehill , Gauteng, 1609
Contact
+27 (82) 976 0734 ,+27 (11) 021 8966
[email protected]
Scan code
Administration
Jenna-Lee Kay
+27 (72) 232 4252
[email protected]
Languages
English
I've been a professional Financial Planner with Momentum since 2015. I believe in a client-centric approach and creating long term relationships with clients thus making transparency and consistency very important. Every person is different and thus I cater my planning to suit the person and their financial position.
industry experience
5
Years
Qualification
International Marketing Diploma
Bachelor Of Business Administration
Matric Senior Certificate
Career history
Before becoming a Financial Advisor I worked in Logistics managing transport of wholesale goods from South Africa to Mozambique as well as assisting with the export of taxidermy for a hunting company. The main reason for a career change was due to the mundane nature of Logistics and I needed something that would allow me a certain degree of creativity.
Services offered
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.
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.