ALIGNING ALL YOUR FINANCIAL MATTERS

Planning for the future

Beware of little expenses, a small leak will sink a great ship. 
~ Benjamin Franklin
 
COMPREHENSIVE ESTATE PLANNING

Estate planning is a process. Whether your estate is large or small, we can help you get started and advise you on some of these very important and complex issues.

WILLS

Life is unpredictable, so it is important to put the necessary plans in place on how you want your assets to be dealt with on your death. We can assist you with the drafting of new wills and reviewing of existing ones.

TRUST PLANNING

We can help you with all your trust planning requirements, including review of existing Trust Documents and Structures

HOLISTIC BUSINESS CONTINUITY PLANNING

We can assist Business Owners and Entrepreneurs with Hoslistic Business Continuity Planning to address every point of vulnerability to ensure you are not exposed to known risks to business operations.

Client Value Proposition

INVESTMENTS

Balancing risk and reward is very important when planning for your financial future.

INSURANCE

Life-, Disability- and Dread Disease Solutions

MEDICAL AID

Choosing the right medical aid can be an arduous task. We can advise you on the best medical aid scheme that best suits your needs

EMPLOYEE BENEFITS FOR EMPLOYERS

We can help and advise you on various employee benefits suited to your organisation.

CERTIFIED FINANCIAL PLANNER

Momentum Financial Planning

Let Tomorrow begin Today

Contact Your Personal Financial Planner
Nico Matthee CFP ®

Certified Financial Planner

Momentum Financial Planning

CONTACT US

CONTACT US ONLINE

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Building 2, Oxford Office Park,
3 Bauhinia Street, Centurion, 0140
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