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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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How to become a financial advisor in South Africa

The route to becoming a financial advisor in South Africa is typically a mix of formal study, on-the-job training and obtaining the required regulatory qualifications. If you are certain financial planning is your future career, read on.

The UFS School of Financial Planning Law celebrates 25 years of inspiring excellence and...

The School of Financial Planning Law (SFPL) in the Faculty of Law at the UFS prides itself on its qualities of excellence and integrity in providing holistic financial planning education since 2001.

Hollard Investment Managers

Hollard Investment Managers, part of the Hollard Group, was established in 2013 and is based in Parktown, Johannesburg.

Financial Planning for the Global Citizen

A virtual conference for financial planners who want to give clear, useful advice to clients with lives and money across borders. 

Global Financial Planning Conference ALL STARS

PROpulsion is hosting a one-of-a-kind Global Financial Planning Conference on 3 June 2026 featuring over 40 speakers from around the world in an ALL Stars event.
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