Momentum Financial Planning

29/08/2026

Is your financial plan written for the woman you used to be?

The woman you are today is not the same person you were five or ten years ago. Your responsibilities, priorities and ambitions have evolved. Has your financial plan evolved with you?

Whether you've advanced your career, started a business, become a parent, rebuilt after a life change, or taken on greater financial responsibility for those you love, your financial strategy should reflect the life you're living today.

This Women's Month, take a moment to ask yourself: Does my financial plan still serve the woman I've become?

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

15/08/2026

Register now to watch virtually
https://momentum-events.co.za/webinar/6a5dd11820c0a647e55e1fa7?referer=

12/08/2026

12/08/2026

Momentum Financial Planning on Air Today!

11:40 | *KFM* – Laetitia Oliver discusses the financial advice gap for women, retirement planning and achieving financial independence.

13:10–13:30 | *702* – Anri Armer unpacks the Baby Balance Sheet, exploring the hidden costs of parenthood and the importance of financial planning before major life decisions.

Tune in for these insightful conversations!

09/08/2026

Advice for her. Advice for her future. Advice for every dream in between.

This Women’s Day, let’s celebrate women who take charge of their financial future — with the confidence to plan, the courage to act and the advice to make it count.

Happy Women’s Day.

18/07/2026

“Education is the most powerful weapon which you can use to change the world.” — Nelson Mandela

This Mandela Day, we are reminded that education is not only found in classrooms — it is found in every conversation that empowers someone to make better decisions.

At Momentum Financial Planning, we believe financial advice is one of the most practical forms of empowerment. It helps people understand their choices, navigate uncertainty, and take control of their financial future with confidence.

Financial advisers do more than recommend products — they educate, guide, challenge thinking and help clients make sense of life’s biggest financial decisions.
Imagine the impact if every adviser spent just 67 minutes sharing financial knowledge with someone who needs it most — a young professional, a small business owner, a family, or a community organisation.

Because when we educate, we empower.

When we empower, we change futures.

And when we change futures, we honour the true spirit of Mandela Day.

Financial advice is more than a profession. It is an act of service.

12/07/2026

The bills don’t pause.
Life doesn’t stop.
What needs to continue?
Speak to me, a Momentum Financial Adviser, today.
Speak to a Momentum Financial Adviser today https://lnkd.in/dgiixZKi

12/07/2026

Ultimately, the 9 o'clock client is not a product strategy. It is a conversation strategy. It provides advisers with a practical way to move discussions away from products and towards the outcomes clients truly care about: their income, their life, their family and their future.

Because when that phone rings at 9 o'clock the next morning, clients will not ask what policy they own. They will ask whether they are going to be okay. The purpose of good advice is to ensure the answer is yes.

Speak to a Momentum Financial Adviser today https://lnkd.in/dgiixZKi
Click here to read the full article: https://lnkd.in/d_A6GC7R

28/06/2026

Momentum Financial Planning: Journey to success on Classic Business with Michael Avery on Wednesday 1 July just before 6.30pm. Michael’s guest is Will-John Keevy, Provincial Head of Momentum Financial Planning in the Cape Province.

Choosing the right financial adviser.
The core message is that choosing the right financial adviser is about more than credentials but rather about finding someone you can trust, who understands your unique circumstances and can provide personalised advice to help you make informed financial decisions and achieve your long-term goals.

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

Momentum: Journey to success on Classic Business with Michael Avery on Wednesday 1 July just before 6.30pm. Michael’s guest is - Will-John Keevy, Provincial Head of Momentum Financial Planning.
Choosing the right financial adviser.
The core message is that choosing the right financial adviser is about more than credentials but rather about finding someone you can trust, who understands your unique circumstances and can provide personalised advice to help you make informed financial decisions and achieve your long-term goals.
https://www.momentum.co.za