A partnership for lifelong success 

Ready to elevate your career? As a financial adviser, you need more than tools – you need a partner that empowers your success. Momentum provides the resources, support, and recognition to help you thrive at every stage of your journey.

714
Danie van den Bergh, Head of Acquisitions: Momentum Advice
Danie van den Bergh, Head of Acquisitions: Momentum Advice

As a financial adviser, your career is about more than just numbers – it’s about relationships, trust, and having the support you need to serve your clients effectively. At Momentum, we understand this deeply, and that’s why we’ve built a unique value proposition aimed at creating a lifelong partnership for financial advisers. Whether you’re looking for a fresh challenge or seeking a home for the next chapter of your career, I believe Momentum offers everything you need to thrive.

Building a career that lasts

When I speak to advisers looking for a new opportunity, one thing is always clear: they want stability. Many are well-established, with years of experience and a solid client base, but they’re seeking something more – a place where they can continue to grow while planning for their future. At Momentum, we offer just that. We focus on supporting experienced, established advisers who thrive within the industry and leave a lasting legacy.

Our advisers are part of a wider ecosystem through Momentum Financial Planning, Consult by Momentum, and Momentum Distribution Services, with the backing of a trusted network. We understand that your client relationships are yours, and we respect that. We’re not “Big Brother” – we believe that advisers own the client relationship, and we provide the tools, support and resources to enhance it.

How the Momentum value proposition empowers your growth

Momentum equips financial advisers with state-of-the-art tools and technology, enabling them to expand their practices and serve more clients effectively. Our cutting-edge systems are designed to help you manage larger client bases, enhance your client engagement, and build deeper relationships through seamless digital experiences. This technology isn’t just about efficiency – it’s about freeing you up to focus on what you do best: advising.

One of the core strengths of our approach is our commitment to a culture of advice. We believe that advice is our most important product. This means that everything we offer is built around providing the best possible advice for your clients. Our financial planning tools integrate seamlessly with all aspects of client management, from compliance and risk assessment to new business submissions. We pride ourselves on offering a streamlined process that’s digitally-enabled but never cumbersome, ensuring that you can focus on delivering top-notch advice without the administrative burden.

Building success through support and recognition

We strongly believe that culture is key to success. Ours is one where collaboration and mutual support are the norm. Through our referral network, we reward advisers financially for referring clients to Momentum specialists in other areas. This allows you to leverage the strengths of your colleagues and provide a holistic financial planning service while maintaining your focus on your own areas of expertise.

We also take pride in rewarding the individual contributions of our advisers. Through our recognition programmes, we celebrate achievements and milestones, offering incentives that reflect the unique journeys of each adviser. Whether through local initiatives or overseas trips for top performers, we ensure your hard work doesn’t go unnoticed.

This culture of recognition extends beyond just your current income, as we support you through every stage of your career – even if you transition out of the industry. We also provide succession planning and long-term financial security through capital events, including coverage for disability, retirement or an immediate exit. This ensures you, your family and your clients are secured for the future.

What we look for in financial advisers

We are committed to building a team of advisers who share our passion for delivering high-quality advice and are invested in their clients’ financial well-being. We look for established professionals who have already built successful practices and are committed to continuous learning and growth. You should be passionate about advice and driven by the desire to make a real impact in your clients’ lives. We also seek advisers who embrace our team-based culture and are open to collaboration. In return, we offer a unique environment where you can grow alongside other professionals, specialising where needed and partnering to offer clients holistic financial solutions.

Building a bright future together

As we look to the future, Momentum is committed to expanding our adviser footprint significantly. Our group strategy is focused on becoming South Africa’s leading advice brand. We recognise the growing demand for high-quality financial advice, and we aim to meet this demand by empowering advisers to build and grow their practices.

Our goal is simple: to build and protect the financial dreams of our clients. We see our advisers as the cornerstone of this vision. By offering very attractive remuneration propositions and benefits, cutting-edge technology, unrivalled support, and a culture of collaboration and recognition, we are creating an environment where advisers can truly thrive.

If you’re an established financial adviser looking for a new home – one that values advice, offers state-of-the-art tools, and provides long-term financial security – I invite you to explore Momentum. We’re not just offering a job; we’re offering a lifelong partnership that will help you build a successful practice while securing your future.

If you are part of the Momentum network – and just as with our clients – we are committed to helping you build and protect your financial dreams too. 


consult by Momentum logo