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Momentum Financial Planning

Reclaiming your future through financial freedom

Aldert Brink, CEO of Momentum Financial Planning, explores the concept of financial freedom as a critical, yet often overlooked, dimension of personal empowerment.

Why are more South Africans returning to their retirement savings?

Why are more South Africans returning to their retirement savings?  Therese Grobler, Head of Wealth Management at Momentum Financial Planning (MFP) takes a closer look at the emerging patterns behind withdrawals and what they reveal about how people are navigating financial pressure today. 

Focus and intentional action are key to building generational wealth

As South Africans settle into 2026 and reassess their financial priorities for the year ahead, the conversation is increasingly shifting from short-term wealth accumulation to long-term legacy planning. By Hugo Blom CFP®, Financial Adviser at Momentum Financial Planning.

Legacy planning: an act of care

In South Africa, the complexities of cultural and economic factors can make dealing with loss even more challenging. That’s why being proactive about legacy planning is so important. Siyasanga Kashe, Executive Member Solutions at Momentum Corporate, shares five key guidelines to assist you in safeguarding your legacy.
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Retirement savings: Realising the power of women’s financial independence

Momentum Financial Planning delves into the unique financial challenges women face and the proactive steps they can take to secure their future.
Danie van den Bergh, Head of Acquisitions: Momentum Advice

Anchored in advice

Danie van den Bergh, head of acquisitions, Momentum Financial Planning, says it is important that FAs work with providers who offer the necessary support so they can focus on doing what they do best – advise.
Danie van den Bergh, Head of Acquisitions: Momentum Advice

A partnership for lifelong success 

Looking to take your career to the next level? As a financial adviser, having the right tools is essential, but having a partner that empowers your success is even more crucial. Momentum offers the resources, support, and recognition you need to excel at every stage of your journey, according to Danie van den Bergh, Head of Acquisitions at Momentum Advice.
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Five ways a financial adviser can help you on your journey...

As we embark on Savings Month, it's crucial to consider the role of sound financial planning in achieving our goals, says Bertie Nel, Momentum Head of Financial Planning and Advice.
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Financial advice – the career of choice for young professionals and...

Aubrey Faba, Channel Director at Momentum Financial Planning, highlights the rising appeal of careers in financial advice for this new generation. Known as the "slasher generation" for juggling multiple roles, these young professionals can find meaningful and financially rewarding opportunities as financial advisers.
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Don’t let business get personal

Bertie Nel, Momentum Head of Financial Planning and Advice provides 5 tips to separate your financial ambitions.
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The digital gateway to visibility and trust for financial planners

Simplified processes lower the decision barrier. The less effort it takes to do business, the easier it is for clients to say yes. That thinking is exactly what sits behind South Africa’s top client engagement platform, ProfileMe. Blue Chip caught up with the founder and CEO, Rizanne Oosthuisen-Botha.

The quiet power of planting trees for tomorrow

Personal Trust was founded on a very simple but powerful idea: a return to personal and professional service. Although it may appear straightforward, Thando Gobe, CEO of Personal Trust, asserts that the idea was noteworthy at the time and continues to distinguish itself in many ways today. Blue Chip speaks to Gobe.

Using multiple financial advisors may hurt your wealth

Diversifying financial advice is not the same as diversifying your investment portfolio, writes Mark MacSymon, CFP®, Wealth Manager, Private Client Holdings.
INN8 Invest

INN8 Invest

INN8 Invest is an independent discretionary fund manager (DFM) that places global, best-in-class expertise at your fingertips.
Coreen van der Merwe, director at Sovereign Trust (SA) Limited

The TT and trusts: legacies in the Isle of Man

The Isle of Man is famous for many things, but nothing defines it quite like the TT: a motorbike race so fast, so technical and so unforgiving that even veteran riders describe it as a test of absolute precision.
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