MEMBER SINCE | 2011 |
Firm | Momentum |
Suburb | Sandton |
Address |
Inanda Greens Business Park,
54 Wierda Road West,
Wierda Valley,
Sandton, 2196
See Map |
GPS | -28.05833, 26.11273 |
FSP Licence | 6406 |
Languages | English (in order of proficiency) |
Tel | 011 292-2414 |
Cel | (082) 905-8451 |
Fax | 011 292-2510 |
Website | www.momentum.co.za |
Qualifications | |
I am accredited for the following product categories: |
Retirement | |
Investments | |
Estate Planning | |
Life and Disability | |
Medical schemes | |
Short-term insurance | |
Business Assurance | |
Offshore Investment | |
Group Schemes |
FOCUS
Financial PlanningOTHER COMPANIES REPRESENTED
Rand Merchant Bank (RMB), FNB Trust, Altrisk
Companies through which more than 30% of income is derived:
Momentrum
I have been in the financial services industry for 25 years. I joined Ned Equity life insurance company in 1985 as a sales consultant, and in 1986 Ned Equity was taken over by Sage Life. While at Sage Life I was promoted to a senior consultant in 1988 and in 1989 to an executive consultant and have been a consistent top consultant where I have qualified for many prestigious awards. In 2005 Sage Life was taken over by Momentum. During my time with Momentum, I was appointed Branch Manager for a year and then Regional Manager. I felt that financial planning was my passion and, therefore, resigned from management to focus on financial planning. I am currently an Executive Financial Planner with Momentum Financial Planning. My real interest lies in retirement planning, investment planning and wealth creation.
Our industry recognises those individuals who have achieved exceptional results. During my time in this industry I have achieved various milestones and awards:
OTHER LISTED MEMBERS OF THIS FIRM
Minimum Levels of Premium/Investment accepted | Lump Sum: R0.00 Recurring monthly: R0.00 |
Remuneration | Fee OR commission |
Legal structure of employer | (Pty) Ltd company |
Number of staff | 3 - 5 |
Indemnity insurance | Insurance: yes Value: R2500000.00 |