Monique Van Der Walt - Momentum Financial Planner

Monique Van Der Walt - Momentum Financial Planner Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Monique Van Der Walt - Momentum Financial Planner, Financial planner, 50 Tegel Avenue, Highveld.

*How to teach your tweens about money - age 8 to 12*- Help them set a short-term savings goal such as a weekly budget- H...
30/01/2024

*How to teach your tweens about money - age 8 to 12*
- Help them set a short-term savings goal such as a weekly budget
- Help them set a long-term savings goal to plan ahead
- Set up a savings account for them
- Teach them easy economics such as the household budget

**Young Adults and Financial Skills**A young adult should have the financial skills such as financial planning, budgetin...
16/10/2023

**Young Adults and Financial Skills**

A young adult should have the financial skills such as financial planning, budgeting, saving, investing, banking.

How to sharpen your knowledge:
- Odd Jobs
- Support and guide
- Financial planning
- Learn more about credit

**Group Risk Benefits**The benefit that pays out a certain amount of life cover when you pass away whilst in service of ...
29/08/2023

**Group Risk Benefits**

The benefit that pays out a certain amount of life cover when you pass away whilst in service of the company. This benefit will pay out to your financially dependent people once you pass away.

Not sure whether you have group life cover or whether it's an approved or unapproved benefit - contact me to arrange an appointment to discuss your benefits.

27/07/2023

**Estate Planning**

Make sure your family isn't left with executor fees and other shortfalls when you pass away.

Some of the fees payable on death are as follow:
- Executor fees
- Financial Adviser fees
- Fees payable to the Master of the High Court of South Africa
- Fees for conveyancing property from the estate to nominated beneficiary/ies
- Fees for transferring any motor vehicles to beneficiary/ies
- Costs associated with the collection, storage, and re-licensing of fi****ms in terms of the Fi****ms Control Act, 60 of 2000
- Trustee fees.

Providing estate planning to your financial duties gives you the peace of mind knowing that there will be enough money available in your estate to cover all admin costs and making sure your will is safe.

25/07/2023

Momentum Myriad Risk Insurance Claims Statistics for 2022 - Delivering on our promise

Claims per Category for 2022:
- Mortality - R4.7 Billion
- Critical Illness - R760 Million
- Lump Sum Disability - R500 Million
- Income Protection - R225 Million

This is a sign that you need to make sure your life insurance is in order to assist in the instance of Death, Critical Illness, or Disability.

Start early to save up for a deposit on your dream house 🏡The net effect of early saving is as follows:1. It may decreas...
21/07/2023

Start early to save up for a deposit on your dream house 🏡

The net effect of early saving is as follows:
1. It may decrease the interest rate and capital amount of the loan.
2. Your monthly installment may be reduced.
3. Making use of a deposit from your investment can be tax efficient since you utilize your personal tax exemption.

Start early and SAVE!

Do you fall part of the 86% of South Africans who don't have a will?❌Rather protect yourself and your loved ones and be ...
19/07/2023

Do you fall part of the 86% of South Africans who don't have a will?❌

Rather protect yourself and your loved ones and be part of the 14% of South Africans who has an executable will 📄☑️

Contact me on 083 565 2547 to set up your will.

**Compound Growth**- A Long-term view is your friend.- Your contributions and growth gets reinvested.- The earlier you s...
26/06/2023

**Compound Growth**

- A Long-term view is your friend.
- Your contributions and growth gets reinvested.
- The earlier you start investing, the more your investment will grow.

**Savings Plan**Here are some tips to create a savings plan: 1. Don't time the market, spend time in the market.2. Emerg...
19/06/2023

**Savings Plan**

Here are some tips to create a savings plan:
1. Don't time the market, spend time in the market.
2. Emergency funds are your friend.
3. Be part of a rewards program to keep you motivated.
4. Speak to a financial adviser to plan for your specific needs and desires

A few important questions to ask yourself:1. When was the last time that you reviewed your will?2. Do you remember where...
12/06/2023

A few important questions to ask yourself:
1. When was the last time that you reviewed your will?
2. Do you remember where your last will was set up?
3. Does your spouse or family members know who to contact to get your will once you pass away?

By having a valid will helps you plan for the cost of winding up your estate and to do that you can provide your loved ones with financial peace of mind.

Seeing that you had a 5-Star experience is the best thing I could hope for! Your review means a lot to me. Thank you fo...
09/06/2023



Seeing that you had a 5-Star experience is the best thing I could hope for! Your review means a lot to me. Thank you for choosing Monique Van Der Walt - Momentum Financial Planner as your preferred financial advisor. We look forward to serving you for many years to come!

What's your worth? 🫶Think about what value it adds to your life and how it makes you feel.
09/06/2023

What's your worth? 🫶

Think about what value it adds to your life and how it makes you feel.

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50 Tegel Avenue
Highveld

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