Ana Scott #bornwithmomentum

23/04/2026

Regular reviews, real peace of mind

Life does not stand still, and neither should your will. Marriage, children, property, or a new business can all change what “security” means for your family. Reviewing your will regularly keep it executable, current, and aligned with your financial goals. Momentum advisers make sure your plan still reflects your life today.

So here is the question: When last did you review your will to make sure it still protects everyone and everything that matters most to you? Speak to me, a Momentum financial adviser today.

23/04/2026

Are you part of the 6%?

Only 6% of South Africans are on track to retire comfortably, meaning most will need to keep working or scale back their lifestyle later in life. But it does not have to be that way. With the right plan and consistent guidance, financial freedom in retirement is achievable. Momentum advisers help you turn income into independence and goals into a game plan.

So here is the question: If retirement were a destination, do you know how close you are, or are you still guessing the route? Speak to me, a Momentum financial adviser today.

23/04/2026

Many people believe that simply having a Will is enough, but three common mistakes can undo everything:

- An incorrectly structured Will - it may become invalid or impossible to execute.
- Signing errors - wrong witnesses, an incorrect process, or differences in times signed.
- Lost or destroyed - your family could be left unprotected, or an old Will might be used instead.

Momentum Financial Planning helps protect your Will from these risks, making sure your Will is valid, signed correctly, and safely stored. This is part of the Minimum Advice Experience that you are entitled to as a Momentum client. This is our promise of care that goes beyond paperwork:

- A proper financial plan tailored to suit your life.
- An executable Will that works when your family needs it most.
- An annual review to keep your plan up to date as life changes.

If you’d like to ensure that your loved ones are protected, please contact me.

29/01/2026

DIY is not always the best way

Most South Africans rely on their own knowledge for financial decisions, but true confidence comes from clarity, not guesswork. Studies show that households who work with a certified adviser are not just wealthier, but more secure and better prepared for life’s changes. Real advice turns uncertainty into direction.

So here is the question: If you had a trusted adviser by your side, what possibilities could your money unlock for you and your family? Start a conversation that could change your financial story. Speak to me, a Momentum financial adviser today and discover how professional advice can help you unlock new possibilities for yourself and your family.

29/01/2026

Your wealth journey starts here

In South Africa, just 10% of households hold more than 70% of the country’s wealth, but wealth is not only built by the privileged; it is built by those who start with intention. True financial progress begins with small, consistent decisions guided by the right advice. Momentum advisers help you turn your income into assets and your goals into a legacy that lasts.

So here is the question: What would it take for your family’s story to be part of the 10% who build, not just earn, wealth? Take the first step towards building your legacy. Speak to me, a Momentum financial adviser today.

19/01/2026

In South Africa, wealth is often concentrated in the hands of a few, but that does not have to define your story. Real financial progress begins with clarity, consistency, and expert advice to help your money work for you. Momentum advisers help you make confident, informed choices so that what you earn today builds what matters tomorrow.

So here is the question: What is one step you could take today to make your money start working as hard for you as you work for it? Ready to take control of your financial future? Speak to me, a Momentum financial adviser today and discover how personalised advice can help you build wealth, security, and a legacy that lasts.

14/11/2025

14/11/2024

It’s time to grow and groom those moustaches, gentlemen! Beyond the moustache, Movember is about men’s health. With cancer making up 37% of critical illness claims amongst men, it’s important to stay prepared. Speak to a Momentum financial adviser today to plan for all health events, both anticipated and unexpected.

19/09/2024

Your family is your world – and your Will is their protection.

But life changes quickly, and what once felt right may no longer reflect the needs of your loved ones. Marriage, divorce, children or even career changes can affect the legacy you want to leave behind. That’s why an outdated Will can cause more harm than good.

Review your Will annually to ensure that your family will be cared for according to your wishes. Speak to me today and secure your family’s future, because when life changes, so should your Will.