Momentum Financial Planning

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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.

You can’t control the economy. But you can take control of your financial plan.You may not be able to influence interest...
30/10/2026

You can’t control the economy. But you can take control of your financial plan.

You may not be able to influence interest rates, fuel prices, inflation or the markets, but you can make decisions today that strengthen your financial resilience for tomorrow.

From managing debt and building an emergency fund to protecting your investments and reviewing your insurance, a sound financial plan helps you focus on what is within your control.

Read Therese Grobler’s latest article for practical steps to help strengthen your financial plan, even when economic conditions are uncertain.

Read more: https://www.linkedin.com/pulse/economy-out-your-control-financial-plan-shouldnt-sqmrf/

Speak to a Momentum financial adviser today, https://lnkd.in/dgiixZKi

Healthcare costs are rising. But cutting your medical aid could put the rest of your financial plan at risk.Your healthc...
30/10/2026

Healthcare costs are rising. But cutting your medical aid could put the rest of your financial plan at risk.

Your healthcare cover isn’t just another monthly expense. It can play an important role in protecting your savings, income and long-term financial goals when the unexpected happens.

Before cancelling or reducing your cover to ease financial pressure, take a step back and consider how that decision could affect your broader financial plan.

A financial adviser can help you find the right balance between what you can afford today and the protection you may need tomorrow.

Speak to a Momentum financial adviser today, https://lnkd.in/dgiixZKi

Click here to read the full article: https://www.linkedin.com/pulse/how-balance-healthcare-costs-rest-your-financial-x33df/

Life doesn’t always give us time to prepare. A financial plan can.We plan for retirement. We save. We invest.But what ab...
16/10/2026

Life doesn’t always give us time to prepare. A financial plan can.

We plan for retirement. We save. We invest.

But what about the conversations we’d rather not have?

- What if I become seriously ill?
- What if my income suddenly stops?
- Will my family be financially okay without me?
- Can I support my parents and still protect my own future?

These aren’t comfortable questions. But avoiding them doesn’t make them less important.

This World Financial Planning Month, start the conversation before life starts it for you.

One conversation with a Momentum financial adviser could change how prepared you are for whatever comes next.

Start it with a Momentum financial adviser today, https://lnkd.in/dgiixZKi

Click here to read the full article: https://www.linkedin.com/pulse/10-conversations-you-need-have-financial-adviser-3qqbf/

Happy Heritage Day, South Africa!Today we celebrate the stories, traditions, values and people that shape who we are.Our...
24/09/2026

Happy Heritage Day, South Africa!

Today we celebrate the stories, traditions, values and people that shape who we are.

Our heritage is more than where we come from. It is the legacy we build, the dreams we nurture, and the future we create for the generations that follow.

At Momentum Financial Planning, we believe that quality financial advice helps turn aspirations into lasting legacies. By making informed decisions today, you can protect what matters most and create a future worth celebrating.

This Heritage Day, take a moment to reflect on the legacy you want to leave behind.

Because your heritage deserves a future.

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...
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

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!

Advice for her. Advice for her future. Advice for every dream in between.This Women’s Day, let’s celebrate women who tak...
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.

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

Website

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