We all have life goals and objectives that we would like to reach: a worry-free retirement, a new car or house, or even just being able to afford a good education for our children. But sometimes we are not quite sure of how to bridge the gap between where we are now, and we would like to be. At Momentum Financial Planning, your Financial Wellness is important to us. Along your Financial Wellness j
ourney, we understand that your individual needs and circumstances will change – because you are an individual. We want to help you to achieve Financial Wellness – and then help you to maintain it. I am a registered and accredited financial planner at Momentum, with solid experience in offering financial advice to clients. I have a special interest in wealth management. At our first meeting, I will conduct a comprehensive Financial Needs Analysis, by gathering information, setting your life goals and examining your current financial status. Together, we will assess your Financial Wellness and discuss how you can meet your goals, given your current situation and future plans. I am accredited to offer advice in the following areas:
Risk planning
Asset protection (short-term insurance): Personal lines
Asset protection (short-term insurance): Commercial lines
Pre- and Post-retirement planning
Healthcare cover
Investment planning
Allow me to partner with you on your Financial Wellness journey. Contact me today for an obligation-free Financial Needs Analysis.
