 |
|
| MEMBER SINCE | 2011 |
| Firm | Momentum Life |
| Suburb | Sandton |
| Address |
Building 8,
Inanda Greens Business Park,
54 Wierda Road West,
Wierda Valley,
Sandton, 2196
See Map |
| GPS | -28.119452, 26.11273 |
| FSP Licence | 6406 |
| Languages | English (in order of proficiency) |
 |
|
| Tel | 011292-2377 |
| Cel | (082) 455-9627 |
| Fax | 011537-9270 |
| Qualifications | |
| CFP | |
| Retirement |  |
| Investments | |
| Estate Planning | |
| Life and Disability | |
| Medical schemes | |
| Short-term insurance | |
| Business Assurance | |
| Offshore Investment | |
| Group Schemes | |
FOCUS
Financial PlanningOTHER SERVICES
Wills, advice on Trusts
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Momentum
I have been in the industry since 1987 assisting my clients with their general financial planning. Many of my clients have been with me for over 20 years. Having joined Sage Life initially, I moved over to Momentum when Sage was acquired by Momentum. General financial planning and the preparation of a FNA (financial needs analysis) which is a tool designed to clearly indicate areas of concern that need attention. Hobbies: photography and off road riding
| Minimum Levels of Premium/Investment accepted | Lump Sum: R0.00 Recurring monthly: R0.00 |
| Remuneration | Commission only |
| Legal structure of employer | Listed Company |
| Number of staff | 2 |
| Indemnity insurance | Insurance: yes Value: not specified |
