Speak to a financial adviser
Your financial goals are unique, which is why you need personalised advice that aligns with your values and future vision. Our financial advisers help you build a strong foundation for success—whether you need the right insurance cover, investment management, retirement planning, or a well-structured estate plan.
- Personalised insights tailored to your unique financial needs.
- Expert advice by qualified and accredited advisers you can trust.
- Professional guidance to make the most of our full range of products and soultions.
Partner with a financial adviser
Personalised financial guidance for every life stage
Add advice to your success recipe. At Momentum, our professional financial advisers recognise the challenges faced by South Africans and understand that everyone has distinct financial goals. That’s why we offer comprehensive solutions designed for every stage of life. Through our unique financial wellness framework, we deliver holistic financial solutions, guiding you with expertise and a commitment to integrity.
How can a financial adviser help me?
Once a financial planner knows your goals, they’ll be able to provide informed and thoughtful financial advice to keep you on track to achieving your financial goals.
Why do I need a financial adviser?
It's not impossible to invest on your own in South Africa, but an adviser has the objectivity and experience to help you with financial planning to grow your wealth, adapt to meet the full range of challenges you might face, avoid costly mistakes, and to help you stay focused and on track with tax-efficient investments.
Financial adviser FAQs
Find answers to our most frequently asked questions about
Momentum financial advice.