Zelda de Villiers
Momentum Financial Adviser
Fourways, Randburg, Gauteng, 2191
Contact
+27 (72) 268 6736[email protected]
Scan code
Administration
Lizelle du Toit
+27 (65) 116 4648
[email protected]
Languages
Afrikaans,English
I've been in the industry since 2007, but I've started my career as an Financial adviser in January 2013, since then I've made it my mission to secure my client & their family's tomorrows.
I am dedicated and committed to my clients to maintain a high standard of integrity & professionalism, but most important... I want to build a long-term relationships with each one of them.
My biggest priority is to understand their needs & to help them find the best possible solution or strategy, in order for them to reach their personal goals & to enjoy total peace of mind.
industry experience
8
Years
Qualification
NQF 5 (Certificate in Wealth Management)
RE5
Career history
2007 - 2008 FAB Financial Assurance Brokers
2008 - 2012 H&H Financial Entrepreneurs
2013 - 2021 Liberty Life
2021 - Momentum Life
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.
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.