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Momentum Financial Planning

It’s all in the “why”

Momentum Financial Planning’s Life Risk & Fiduciary Management team helps advisers turn real protection needs into conversations clients understand and act on. Blue Chip speaks to Life Risk & Fiduciary Manager, Walter Combrink.

Is your financial plan written for the woman you used to...

The woman you are today has different priorities, responsibilities and ambitions. Your money strategy should reflect that, writes Laetitia Olivier, Financial Adviser at Momentum Financial Planning.

The best financial advice starts with your goals, not a product

Momentum Financial Planning CEO Aldert Brink explains why advisers need to move beyond products and help clients navigate increasingly complex financial lives.

Building belonging: Momentum Financial Planning’s leadership philosophy and the future of...

Blue Chip speaks to Momentum Financial Planning CEO Aldert Brink and Head of Enablement Hennie Bouwer about the company's belief in the principle of belonging.

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.
Women entrepeneurs

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.
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Stewards Inc. begin trading on Nasdaq Capital Market under symbol “SWRD”

Stewards Investment Capital affiliate in USA, Stewards Inc. (OTCID: SWRD) announced in September that it has received approval from the Listing Qualifications Department of The Nasdaq Stock Market LLC to list its common stock on the Nasdaq Capital Market.

Arista Networks: Connecting AI Infrastructure 

Why the world's largest AI and cloud companies rely on Arista to keep their networks running. By Devon Smithers, global equity analyst at Mazi Asset Management.

US midterms: what will the outcome mean for US assets and the dollar?  

Schroders looks at how outcomes might impact US debt and thus the markets’ response to US assets and the dollar. 

For retirement, it’s about the return you need

One of the biggest fears retirees face is outliving their savings, writes Martiens Barnard, Marketing Actuary at Momentum Investments.

The art of the long game

Why avoiding “landmines” is the ultimate investment strategy. By Stonehage Fleming.
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