Momentum Financial Planning Claimed

Background and qualification

I have been a financial planner for 17 years, and joined Momentum six years ago after a successful career with South Africa’s leading banks. Searching for excellence, I finished a Postgraduate Diploma in Financial Planning at the University of the Free State (Financial Planning Case Study Cum Laude). After the completion of my studies I was allowed to register at the Financial Planning Institute as a CERTIFIED FINANCIAL PLANNER® professional – a qualification and registration held by only 4% of South African advisors. As a result of this qualification and experience I provide specialist services in the retirement and investment planning sectors, with quality fiduciary work. A trademark of my financial practice is our national footprint. My motto is to serve clients all over South Africa with absolute integrity in all we do.

Investment book profile

My investment book forms part of the Momentum Financial Planning (MFP) Top 15 ranking of largest investment books in South Africa. Momentum invited me to serve on their National Advice Committee. This committee is responsible for strategic investment advice to the greater MFP consisting of 650 financial planners. My involvement in the committee gives me direct exposure to the best investment minds in the industry. In addition I partner with a bespoke team of independent investment specialists from the largest fund managers in South Africa. My clients do not pay any upfront fees on investments, as I believe in long term planning with service fees to be earned.

Awards

I received 34 prestigious awards in different categories from various financial institutions. These range from quality production awards such as the Momentum Platinum Award, the highest accolade that Momentum allocates, to excellence in service awards that include the Nedbank Directors Award. I have been ranked as the number 1 producer out of 12 000 financial planners over a six-month period for production in life insurance. I assisted clients with over R1 000 000 000 of life cover at Momentum in less than three years, accompanied by specialist estate, will and trust planning.