Momentum Financial Planning

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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.
Mothering and money with Momentum

Mothering & Money 

Jessica Pillay, a Momentum Financial Adviser, stresses the importance of teaching children about debt, future planning, handling life milestones, avoiding scams, and learning from mistakes. By starting with basics like budgeting and saving, mothers can empower their children to make sound financial decisions for a secure future.
note pad with the words "retirement plan" written on it and other tools.

Getting SARS to sponsor your retirement

Pieter Albertyn, Head of Product Solutions at Momentum Investo, says it is a lost opportunity not to invest in a retirement product.
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The insurance gap isn’t a market problem. It’s a human one

Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps.

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

The 2026 Momentum Financial Planning (MFP) Achievers Conference highlights why advisers need to move beyond products and help clients navigate increasingly complex financial lives.

Selectivity and discipline matter in 2026

Improving economic fundamentals in emerging markets are beginning to show a more favourable investment environment. It is critical to focus on value and diversify with purpose rather than relying on broad market exposure alone.

Symmetry

Symmetry is an investment solutions provider, bringing together multiple capabilities to deliver consistent, outcome-based portfolios.

The International Investing Symposium

Experts unite to demystify offshore investing, cross-border tax and estate planning for South African investors.
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