Momentum Financial Planning

Momentum Financial Planning The Momentum Financial Planning page features latest marketing and updates.

For queries, contact us via email at [email protected] or reach us by phone during office hours (08:00 to 17:00) at 012 671 8911.

Take Control of Your Financial FutureIn today’s high-cost, unpredictable environment, financial literacy is no longer op...
28/05/2026

Take Control of Your Financial Future

In today’s high-cost, unpredictable environment, financial literacy is no longer optional — it’s essential.

It’s not about big windfalls. It’s about mastering the basics:
- Understanding interest
- Budgeting with intent
- Managing debt effectively

The ripple effect matters
When one person in a household becomes financially informed, it shifts the entire family — from survival mode to building a future with confidence.

Why advice matters
While many rely on their own knowledge, those who partner with a financial adviser typically see significantly stronger outcomes. Guidance helps close gaps, avoid costly mistakes, and accelerate growth.

Let’s change the narrative
Financial advice isn’t just for the wealthy or for when things go wrong. It’s a proactive tool for anyone who wants to take control and build something meaningful.

Your move
Seeking advice isn’t a weakness — it’s a strategic step towards thriving and securing your legacy.
Because when knowledge meets the right advice, you don’t just manage money — you transform your future.

Speak to a Momentum Financial Adviser today https://lnkd.in/dgiixZKi

South Africans are feeling the pressure — and inflation no longer tells the full story.Recent insights show that the rea...
21/05/2026

South Africans are feeling the pressure — and inflation no longer tells the full story.

Recent insights show that the real cost of survival is rising faster than general inflation. Essentials like electricity, water, education, and transport have surged dramatically, while salaries struggle to keep up. For many households, this means less disposable income and a growing reliance on credit just to cover the basics.

In a stagnant economy with interest rates holding firm, financial pressure isn’t easing anytime soon — making it more important than ever to take control.

This is where the right financial advice can make a real difference.
A Momentum Financial Planning adviser can help you:

✔ Rework your cash flow to free up money where it matters most
✔ Reduce and restructure high-interest debt
✔ Plan ahead for rising education costs
✔ Stay focused and disciplined during uncertain times

You don’t have to navigate this alone.

Speak to a Momentum Financial Planning adviser today and take the first step towards financial confidence. https://lnkd.in/dgiixZKi

10/05/2026

This Mother’s Day, we celebrate the women who teach us the true value of love, sacrifice, resilience, and planning for the future.

Mothers are often the heart of the home — balancing today’s needs while building a better tomorrow for their families. Just as a mother nurtures her loved ones, good financial advice helps protect the future of the people who matter most.

To every mother, grandmother, caregiver, and mother figure — thank you for the countless ways you invest in the lives of others every single day. Happy Mother’s Day. 💐

Before budgets and banking apps, there was Mom.She taught us to save, to stretch, and to prepare for a rainy day — shapi...
08/05/2026

Before budgets and banking apps, there was Mom.

She taught us to save, to stretch, and to prepare for a rainy day — shaping the money habits we still carry today.

This Mother’s Day, we’re celebrating those classic Mom‑isms that form your money fingerprint. Wise lessons like “money doesn’t grow on trees” and “look after the rands” gave us a strong foundation — but today’s financial world calls for more than good habits alone.

That’s where professional financial advice steps in. It builds on Mom’s wisdom, helping you protect what matters, grow your money, and plan confidently for the future.

Honour her lessons by strengthening your plan.

Speak to a Momentum financial adviser and turn good habits into a lasting legacy. https://lnkd.in/dgiixZKi

Happy Mother’s Day to our first (and best) financial teachers 💜

Why are more South Africans returning to their retirement savings?Since the introduction of South Africa’s two‑pot retir...
04/05/2026

Why are more South Africans returning to their retirement savings?

Since the introduction of South Africa’s two‑pot retirement system, access to savings has offered much‑needed financial flexibility. But new data shows a more complex reality emerging.

Momentum Corporate FundsAtWork data reveals that in early March 2026 alone, over 30 500 withdrawal claims were submitted — many from people who had already withdrawn before. This trend is especially common among South Africans aged 31–45, earning between R90 000 and R180 000 per year.

This suggests that for many, the savings pot is becoming a way to manage ongoing financial pressure, not just one‑off emergencies.
While access matters, so do the decisions around it:

- Most withdrawals are under R10 000, often used for short‑term expenses
- Withdrawals are taxed and reduce long‑term compound growth
- Repeated withdrawals can significantly lower retirement income over time

The two‑pot system offers flexibility — but long‑term financial resilience isn’t built on access alone. It’s shaped by structure, informed choices, and understanding the trade‑off between today’s needs and tomorrow’s security.

Before making a withdrawal, financial advice can make all the difference — helping you see the full picture, explore alternatives, and protect your future where possible. Speak to a Momentum financial adviser today. https://lnkd.in/dgiixZKi

01/05/2026

Momentum Financial Planning (MFP) has positioned itself as an advice-first business built for the long term - placing equal emphasis on technical excellence, structured processes, and the human side of financial planning.

Rianet Whitehead, FAnews Editor, speaks to Hennie Bouwer, Head of Adviser Acquisition and Enablement, and Aldert Brink, CEO of MFP, about what this means in practice - for advisers, for clients, and for the future of the profession.

If this is something you are interested in and you would like to apply to become a Momentum Financial Planning adviser, please send an email with your contact details to [email protected].

01/05/2026

This Workers’ Day, we celebrate the dedication it takes to build a meaningful career.

As we honour the value of work today, we’re also looking ahead — investing in people who want to build purposeful, rewarding careers.

If you’re driven, people-focused, and ready to grow, we’re currently recruiting financial advisers to join our journey.

Apply today:
- Send a confidential email to [email protected]
- SMS your name and contact details to 31144

Build a career that creates impact, inspires growth, and shapes a future you’re proud of.

This Freedom Day, we celebrate more than history — we celebrate the freedom to shape our future.True freedom is having t...
27/04/2026

This Freedom Day, we celebrate more than history — we celebrate the freedom to shape our future.

True freedom is having the confidence and security to live life on your terms. Financial advice helps turn that freedom into something real — through smart choices, clear goals, and consistent action.

Here’s to building a future of purpose, resilience, and lasting freedom. Speak to a Momentum financial adviser today.

Regular reviews, real peace of mindLife does not stand still, and neither should your will. Marriage, children, property...
23/04/2026

Regular reviews, real peace of mind

Life does not stand still, and neither should your will. Marriage, children, property, or a new business can all change what “security” means for your family. Reviewing your will regularly keep it executable, current, and aligned with your financial goals. Momentum advisers make sure your plan still reflects your life today.

So here is the question: When last did you review your will to make sure it still protects everyone and everything that matters most to you? Speak to a Momentum financial adviser today. https://forms.office.com/r/dXjxU2QtrD

Advice that levels the playing fieldIn South Africa, wealth is often concentrated in the hands of a few, but that does n...
23/04/2026

Advice that levels the playing field

In South Africa, wealth is often concentrated in the hands of a few, but that does not have to define your story. Real financial progress begins with clarity, consistency, and expert advice to help your money work for you. Momentum advisers help you make confident, informed choices so that what you earn today builds what matters tomorrow.

So here is the question: What is one step you could take today to make your money start working as hard for you as you work for it? Ready to take control of your financial future? Speak to a Momentum financial adviser today and discover how personalised advice can help you build wealth, security, and a legacy that lasts.
https://forms.office.com/r/dXjxU2QtrD

Address

268 West Avenue
Centurion
0157

Opening Hours

Monday 08:00 - 16:00
Tuesday 08:00 - 16:00
Wednesday 08:00 - 16:00
Thursday 08:00 - 16:00
Friday 08:00 - 16:00

Telephone

+27126718911

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