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| MEMBER SINCE | 2011 |
| Firm | Momentum |
| Suburb | South Crest |
| Address |
3 Jumper Street, South Crest, Johannesburg, 2058
See Map |
| GPS | -28.119452, 26.249915 |
| FSP Licence | 6406 |
| Languages | English (in order of proficiency) |
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| Tel | 087 9439244 |
| Cel | 0828831878 |
| Fax | 086 6332880 |
| Qualifications | |
| I have a BA Law degree and have done RFP3 | |
| Retirement |  |
| Investments | |
| Estate Planning | |
| Life and Disability | |
| Medical schemes | |
| Short-term insurance | |
| Business Assurance | |
| Group Schemes | |
FOCUS
Financial Planning, wealth creation and estate planningOTHER SERVICES
I have two tax consultants that I refer my clients to.
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Momentum
I have been in the financial services industry for over 18 years. I have been quite successful in my career and have been a top 50 achiever for some time. I see financial planning as a tool that should be accessible to everyone. My passion is to assist clients in their financial planning by recommending financial solutions that could help them become financially independent. I believe as a financial planner, one should be knowledgeable and competent in their profession in order to assist the client with honesty.
I am consistently growing my business and want to assist anyone who is serious about their future to be financially secure and independent.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R0.00 Recurring monthly: R0.00 |
| Remuneration | Commission only |
| Legal structure of employer | unknown |
| Number of staff | 1 |
| Indemnity insurance | Insurance: yes Value: not specified |
