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