Financial Planning Paarl

30/05/2023

Momentum Metropolitan Holdings has appointed Jeanette Marais as its first woman CEO. Marais has been the group's deputy CEO since 2018.

10/05/2023

There is something unique about Consult. Our people, our principles, our processes and our value propositions are aligned to ensure long-term financial success for all our stakeholders while creating an environment that fosters growth, innovation, teamwork and professionalism.

We are a service-first company that cares about the financial success of our financial advisers and clients. Those who partner with Consult will experience the love we feel for our brand and share in the passion we have for our industry.

Get in touch with us today and find out what benefits are available for you when you join our team.

10/05/2023

Momentum Car and Home insure

18/04/2023

When it comes to the younger generation and saving, things like the high inflation rate, rising cost of rent and other living expenses, seem to be some of the reasons millennials and Gen Zers feel like they're falling behind previous generations when it comes to saving up for retirement.

A Deloitte Global 2022 Gen Z & Millennial Survey looked at more than 23,000 millennials and Gen Zers internationally and found that nearly half of them were living month to month. Cost of living was also rated as one of their top concerns. But there are many reasons that highlight why saving as early as possible for retirement is the best financial decision a young person can make.

One of reasons is being able to earn compound interest as a result of investing over longer periods of time. As opposed to the older generation, younger people have the benefit of time on their side and the earlier you start to invest, the more you will be able to earn on your investment. The important thing to note is that it is never too late to start saving for your retirement, and the first step is to find a professional financial adviser for this important journey to financial freedom.

Get in touch with one of our Consult advisers for the perfect investment vehicle suited to your specific needs. bit.ly/3R0VHDs

17/04/2023

https://www.facebook.com/522350307/posts/10159780008340308/?mibextid=r5uJeJ

25/11/2022

Get the optimal plan retirement annuity that adapts to your needs as your life changes so you can decrease or increase your premiums or take a payment break.

22/11/2022

Our CEO Hannes van den Berg shares some insightful wisdom shared by Jeanette Marais, deputy CEO of Momentum Metropolitan Holdings Limited, at the recent Consult Annual Conference, which addressed challenges and opportunities within the financial services industry.

Why is client-centricity so critical? Research done by Deloitte has shown that client-centric companies are 60% more profitable than competitors, while Gallup analysis reveals that companies that provide an emotional connection with clients outperform the sales growth of their United States competitors by 85%.

Consult is on a continuous journey to better understand its customers and by doing so, has opened itself up to better serve its clients.

Read his article here: https://bit.ly/3AB2i0x

22/11/2022

17/11/2022

In this new podcast episode, Malusi Ndlovu asks Old Mutual’s Fred van der Vyver how employers should manage staff retirement funds to ensure better long-term returns for their employees. Find out more: http://ow.ly/xTyl50L6LFj

16/11/2022

Often people believe that estate planning is something they do only in preparation for the day they die. In financial planning, more emphasis is usually placed on investment strategies and the creation of wealth than on estate planning, despite the fact that estate planning forms one of the key supporting pillars of a sound financial plan.

Proper estate planning is widely defined as the arrangement, securement, management and disposition of your estate so that you, your family and other beneficiaries may enjoy, and continue to enjoy, the maximum benefits from your estate and your assets during your lifetime and after your death, no matter when death may occur.

Estate planning involves the arrangement of your assets so that they can be moved – in the most efficient way possible – to people whom you wish to inherit your assets. It also involves ensuring that no unnecessary taxes and estate duty are payable.

Proper estate planning involves structuring your estate in such a way that you can benefit from it while you are still alive. You simply need to make sure that your estate is secured at all times in order to ensure current and future maximum enjoyment.

An estate plan should also be flexible enough to ensure that future adjustments resulting from factors such as changing laws, financial situations and family needs can be made, especially given the current unpredictable world.

If you have not had this conversation with your financial adviser then contact them today and see whether your estate is structured optimally for now and the future.

15/11/2022

Banking heavy weights weigh in on what is in store for South Africa’s currency these final weeks of the year and the coming months of 2023.