Momentum

succession planning guide for financial advisers

Success in succession: A guide to succession planning for financial advisers

Johnny Wood, Head of Adviser Partnerships at Momentum, provides crucial insights into succession planning for financial advisers.
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Long live advice: The unmatched value of human insight in financial...

As the financial world continues to be transformed by automation, the unique and irreplaceable value of human-driven guidance will only become more significant, notes Sonja Steyn, CFP®, Strategic Head at Momentum Group.
Making sure that we leave something behind Dean Mitchell from Getty Images Signature

Can I afford to die? And other questions you need to...

Marnus Mostert, Franchise Principal and Certified Financial Planner CFP® at Consult by Momentum, challenges South Africans to think carefully about the question: Can I afford to die?
humanising financial planning

Redefining financial advice for meaningful impact

Momentum is dedicated to re-humanising financial planning by recognising the emotional and societal dimensions of money, writes Sonja Steyn, Momentum.
The future of financial planning

The future of financial advice: A focus on behaviour and personalised...

According to the Strategic Head of Wealth Management, Financial Planning & Advice at Momentum Advice, Sonja Steyn, our blend of advanced technology and human expertise enables us to deliver a seamless and personalised advisory experience that is truly transformative.

The future of financial advice

Sonja Steyn, CFP®, Strategic Head of Wealth Management, Financial Planning, and Advice at Momentum Group, envisions the future of financial advice as being driven by behavioral insights and personalised guidance..
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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The stethoscope that listens to the heartbeat of our finances 

6 October 2024 is World Financial Planning Day, and Andile Jonas, Head of Marketing at Momentum Investo, looks into the importance of the discipline.
Gender pay gap stock image.

Success by her design: 5 ways financial advisers can help bridge...

While progress has been made toward gender equality, women still face financial challenges, such as the gender pay gap and the "pink tax," that hinder their financial wellness. Momentum Senior Legal Adviser Sharon Hamman emphasizes the vital role financial advisers can play in closing this gap.
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Are you covered for a rising age and declining health? 

Stephen van Niekerk, from Momentum Life Insurance, highlights how life insurance is an integral part of a holistic financial plan as you age.
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Unlocking china's high growth potential for sa investors

Unlocking China’s high-growth potential for South African investors

As Altvest Capital prepares to investigate the feasibility of a launch of the Altvest Orient Opportunities Fund on the Johannesburg Stock Exchange, we are excited to present an unprecedented opportunity for South African investors to access one of the world’s most dynamic and promising venture capital markets: China.
Solving the practice management puzzle

Solving the practice management puzzle in 2025

Anton Swanepoel, fonder of Trusted Advisors, is giving away complimentary copies of "Practice Management, the ultimate leadership blueprint for FSPs'. A book that provides insights that will help you in your strategic planning and decision-making processes in 2025 and beyond. Download your copy on Blue Chip Digital today.
Informing business and investment decisions

Informing business and investment decisions

The BMR / Unisa Economist of the Year Competition takes centre stage in economic thinking and growth projections
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