Grant Lockyear Momentum Financial Planning

Grant Lockyear Momentum Financial Planning Market related news, product solutions and other info relevant to the Financial planning Process.

I am an accredited Financial Planner at Momentum’s Financial Planning division. I am a BCom graduate with over 16 years experience in the financial services industry. I believe that Financial Planners should be knowledgeable and competent in their profession in order to assist the client with honesty and integrity. One critical aspect in a person’s life is financial freedom and stability. Therefor

e financial planning is a means that should be accessible to everyone. My specialisation areas include estate planning, retirement planning and investment planning advice and solutions. I am also accredited to offer advice in business insurance, group benefits, and health insurance solutions. I am a representative of Momentum, an authorised financial services and registered credit provider.

26/03/2025

Momentum offers a special package to people who have recently applied for a home loan or increased their existing home loan.

24/06/2024

Advisers, planners should know their worth - tinyurl.com/2uhpmvju

The day-to-day compliance and operational challenges that modern financial advice practices have to overcome can make it difficult for financial advisers and financial planners to appreciate their true worth. Worth is defined by Oxford Languages as ‘the level at which someone or something deserves to be valued or rated.’ Many make the mistake of aligning worth with remuneration; but in the financial advice context, it makes more sense to think of your worth in terms of the value you add to society through the activity of financial advising.

The cost of delay is so hectic!!
24/06/2024

The cost of delay is so hectic!!

A crucial question in financial planning is: “How much do I need to save to comfortably maintain my standard of living in retirement?”Addressing this correctly and promptly is critical, as retirees have different needs and risks compared to other investors. They require a steady income that idea...

.......a different perspective maybe??
28/05/2024

.......a different perspective maybe??

Plan your retirement like a dream vacation: set clear goals, budget wisely, and secure your future comfortably.

20/05/2024
29/08/2023

Momentum revolutionises life insurance with biometric facial scanning, extracting real-time medical data via smartphones in 90 seconds, a South African first...

30/03/2023

To account for the impact of inflation, this year’s National Budget introduced changes to the retirement fund lump sum tax tables for retirement fund cash lump sums taken both before and at retirement.

07/02/2023

Tools for curtailing your tax bill.

03/02/2023

FNB Wealth and Investments’ Wayne McCurrie says inflation is going to surprise virtually everyone in 2023.

23/11/2022

Gift of the Givers founder says SA should assist government to deliver critical services, but in turn government must use taxes correctly and address corruption.

21/11/2022

The US credit rating agency warned that public sector wage hikes, the extension of the SRD grand and the transfer of Eskom's debt - without addressing its problems - are risks.

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