Simone de Vries - Momentum Finansiele Beplanning in ons kontrei

13/02/2026

💝 Happy Valentine’s Day 💝

True love is planning ahead.

Having a financial plan in place is one of the most meaningful Valentine’s gifts you can give — protecting your future, securing your legacy, and caring for the people you love.

Thoughtful planning today is a lasting expression of love for yourself and your loved ones.

If you’d like to review or put a financial plan in place, feel free to get in touch.

📞 Contact Simone de Vries on 073 062 0500
📧 Or email [email protected]

28/01/2026

Did you know?
Only 6% of South Africans can afford to retire comfortably.
You don’t have to be part of the other 94%.
With a Momentum Tax-Free Investment (TFI) and a Momentum Investo Retirement Annuity, you can unlock two powerful tax benefits:
🔹 Momentum Tax-Free Investment
✅ Invest up to R36 000 per year tax-free (from just R500 per month)
✅ Enjoy 100% tax-free growth and withdrawals — access your money anytime
And
🔹 Momentum Investo Retirement Annuity
✅ Take up to ⅓ of your retirement fund as a lump sum at retirement
✅ The first R550 000 of retirement lump sums is tax-free
(subject to aggregation rules)
💡 Important:
The R500 000 from the Tax-Free Investment and the R550 000 retirement lump sum tax-free amount is completely separate, allowing you to benefit from both.

✨ Investment success is within everyone’s reach with Momentum.

📞 Contact Simone de Vries
📱 073 062 0500
📧 [email protected]

20/01/2026

💸 Money isn’t free – it always comes with a cost called interest.
Here’s something to think about 🤔
Would you rather have R10 000 TODAY or R10 000 in three years’ time?
Most of us would choose today – because money in your hand right now is worth more than the same amount in the future. That’s called the Time Value of Money 💡
The secret to building real wealth isn’t luck – it’s TIME ⏳ and compound interest.
The earlier you start saving and investing, the easier it is to grow your money.
Retirement might feel far away when you’re young, but starting early gives you a massive advantage 💪
A Retirement Annuity helps you:
✅ Save in a disciplined way
✅ Grow your money over time
✅ Enjoy valuable tax benefits
✅ Build a secure financial future
Your future self will thank you for starting TODAY!

As Albert Einstein said:
✨ “Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.”

Let’s get you on the right track while time is on your side 🚀
📞 Contact Simone de Vries: 073 062 0500
📧 Or email: [email protected]

13/01/2026

🎉 Well done, Class of 2025! Congratulations to all our matriculants — the future is yours! 🚀
🎒 Now it’s back to school for the rest!
The long, lazy holiday days are over and a new year is beginning. With it comes the big question every parent asks:
👉 Will I be able to afford my child’s education?
👉 What happens if something happens to me?
👉 Will my family still be okay?
Your child’s future is too important to leave to chance. 💙
By saving for your child’s education with Momentum, you’re giving them the opportunity to learn, grow and succeed — no matter what life brings.
✨ Your child’s education is worth saving for.
Give their future Momentum today and enjoy peace of mind while your money works for you.

📩 Contact me to start planning for your child’s future.
📱 Cell phone / WhatsApp: 073 062 0500
📧 Email: [email protected]

06/01/2026

🎉 Welcome to 2026! 🎉

Happy New Year to all! May this year be filled with prosperity, happiness, good health, and great wealth.
Let’s start the year right by focusing on what truly matters — your family, your legacy, and your finances.
Now is the perfect time to ensure your financial plan is up to date and aligned with your goals.

“What the new year brings to you will depend a great deal on what you bring to the new year.” – Vern McLellan

📞 Contact Simone de Vries to review your financial plan:

✉️ [email protected]
📱 0073 062 0500
Here’s to a successful and prosperous year ahead ✨

01/12/2025

At Momentum, we believe the future you want, starts with the choices you make today. Our Investo Retirement Annuity helps you grow your money in a disciplined, tax-efficient way — it’s like getting a discount on your investment just for planning ahead.

Imagine a retirement where you’re financially confident, independent, and living comfortably. Investo helps you build that future.

Why Investo works for you

• Loyalty reward: Get most of your admin fees back at the end of your term.

• Extra boost: Contribute above a set amount and we add a little extra.

• Payment holidays: Two built-in breaks when life gets tough.

• Retirement boost: Link qualifying life cover and receive an extra tax-free amount at retirement.

Your dream retirement starts with one conversation. Reach out and let’s begin.

📱 073 062 0500

📩 [email protected]

20/11/2025

Will your child’s dreams still be protected if life takes an unexpected turn?
As parents, we work hard to give our children the best possible future — especially when it comes to their education. But have you ever stopped to ask yourself what would happen to those dreams if you or your spouse were to become disabled or pass away?
Introducing the Education Protector — a smart, affordable way to ensure your child’s education is safeguarded, no matter what life brings.
Why parents love the Education Protector:
✨ Freedom of choice — Use the payout however you need to. It’s not restricted to school fees.
✨ Money back at the end of the term — Get a full return of premiums if no claim is made. (No interest paid)
✨ Effortless cover increases — Boost your cover by 20% every five years with no medicals required (just a negative HIV test).
✨ Peace of mind that grows with your child — Because their future deserves certainty.
Give your child the gift of security — even when you can’t be there.
Let’s protect their education today.
📞 073 062 0500
📧 [email protected]

10/11/2025

Provide for your estate

05/11/2025

DON'T DROP THE BALL THIS MOVEMBER
If claim certainty is what you desire for insured lives, our Momentum Myriad's critical illness benefits will provide exactly what you are looking for. A critical illness discussion always starts with the ‘Big 4’ (the four most common critical illness conditions: cancer, stroke, heart attack and coronary artery bypass graft (CABG)), and correctly so as these still account for about 70% of all critical illness claims. That is why their importance cannot be over-emphasized.
At Momentum we understand the need for peace of mind and value for money. We have therefore designed benefits that provide insured lives with the most comprehensive cover in the South African market.
💼 Let’s plan your financial future together!
Contact Simone de Vries at 073 062 0500 or [email protected]

23/09/2025

https://www.linkedin.com/posts/simone-de-vries-271439145_retired-momentum-financial-planning-activity-7376193129852350464-GESq?utm_source=social_share_send&utm_medium=android_app&rcm=ACoAACMgMTUB-RXdsIyomjyAnwzUgA5i9i4sEQ8&utm_campaign=copy_link

Secure your financial future by investing in a Momentum Investo Retirement Annuity today. Why just save for retirement when you can boost it? With the Momentum Investo Retirement Annuity, you get rewarded with the Retirement Booster benefit. If you have a qualifying Momentum Myriad product, you’ll...

16/09/2025

DYING IS MORE EXPENSIVE THAN YOU THINK
Death is traumatic and emotional for those left behind. And if you’ve dedicated your life to make sure that your loved ones are taken care of, you don’t want them to worry about finances because of cash shortfalls in your estate. Life should continue for your loved ones when you are no longer around, because you planned ahead with your financial adviser, and have the following in place:
• A financial plan to manage your finances making sure that there will be enough money
• Life insurance that pays out when you die.

04/07/2025

Whatever your investment needs; whether you’re saving for your child’s education, an engagement ring or investing to achieve your retirement or business goals – you can rely on us.