William Marra
Momentum Financial Adviser
MMI Place, Mispel Road, 14, Cape Town, Western Cape, 7530
Contact
+27 (83) 712 2078[email protected]
Scan code
Languages
English
As a financial adviser for Momentum , I utilize my expertise and insight to guide individual clients and businesses to achieving their financial goals. From insurance and wealth management to strategic investment advice, I'm dedicated to achieving optimal financial protection and growth for my clients. I specialise in helping Legal Professionals develop comprehensive financial plans to achieve Financial Independence.
industry experience
4
Years
Qualification
Post Graduate Diploma in Financial Planning
Advnaced Certificate in Financial Planning
Certified Financial Planner (CFP)
Career history
Momentum ( Senior Financial Planner) since November 2016
First National Bank ( Financial Planner ) From April 2008 till November 2016
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.
Client testimonials
William has been my advisor from graduation to my first employer to starting a family. He is able to understand your current situation in order to structure a unique plan that will achieve the same end result which my case is a comfortable retirement.
William comes highly recommended as our Financial Broker. He is extremely helpful, prompt, friendly and professional. Nothing is too much trouble for him, he makes sure to go to extra lengths to answer questions, follow up when he says he will and give us accurate and up to date information. My husband and I are extremely grateful to have ended up with him.