Financial advisers in South Africa
Your financial goals are as unique as you are, that's why you need personalised advice that aligns with your values and vision for the future. Our financial advisers are here to ensure your journey to success is built on the right financial foundation, whether you're looking to get the right insurance cover, manage your investments, plan for retirement, or want to ensure your estate is well-planned.
- Personalised insights tailored to your unique financial needs.
- Expert advice by qualified and accredited advisers you can trust.
- Professional guidance to make the most of our full range of products and soultions.
Start your journey with an adviser
Financial planning for success
Momentum’s professional financial advisers understand the challenges ordinary South Africans face and that everyone has different financial goals that are important to them – that’s why we provide end-to-end solutions for different life stages. Using our unique financial wellness framework, we can provide holistic financial solutions, guiding you with expertise and integrity.
How can a financial adviser help me?
Once a financial planner knows your goals, they’ll be able to provide informed and thoughtful financial advice to keep you on track to achieving your financial goals.
Why do I need a financial adviser?
It's not impossible to invest on your own in South Africa, but an adviser has the objectivity and experience to help you with financial planning to grow your wealth, adapt to meet the full range of challenges you might face, avoid costly mistakes, and to help you stay focused and on track with tax-efficient investments.
Financial adviser FAQs
Find answers to our most frequently asked questions about
Momentum financial advice.