Ashley Sam Momentum Financial Planner, 55 Marsh Street, Plaza Aquada, Mossel Bay (2026)

26/01/2024

Don't allow yourself to be a part of the 94% of South Africans who are not financially secure to retire.

It is never to early or late to ensure you are financially adequate to retire and enjoy your golden years!

25/01/2024

What is Financial planning ?

Financial planning is the process of ensuring that you are able to withstand unforeseen expenses by making provision for them. The purpose of these provisions is to form a safety net that prevents you from liquidating personal assets and savings whilst keeping long term goals in place such as retirement planning and investment.

A persons number one asset is the ability to draw an income and that is why it is important to make sure you are correctly covered in the events of you getting sick, becoming disabled or passing on. This will ensure that your families long term goals remain in place, and that they are not on the receiving end of financial difficulty whilst dealing with these unexpected circumstances.

important questions to ask yourself
‘is my salary protected in the event of me becoming Temporarily or permanently disabled’
’Should I pass away will my family be financially independent’
‘when I get sick does it affect my cashflow’

It’s never too late to start your own financial plan. Please don’t hesitate to contact me should you require any further information.

Give me a call today and your family will thank you, 0739837581 or email me [email protected]

24/01/2024

No-one wakes up in the morning and thinks "Hmmmm I think I'll buy some life insurance today" which is why financial planners make those phone calls to you to seek an appointment to discuss your financial planning needs.

Yes, those calls from a financial adviser can be irritating BUT, if you agree to meet for an initial discussion, it could be the start of your family's ongoing financial security.

If the pandemic taught us one thing, it's that life is fragile and cannot be taken for granted. We have seen numerous deaths and insurers have already paid out millions in benefits to bereaved families.

In my practice I have seen a rise in the number of dread disease claims which have been successfully paid thus giving financial peace of mind for the clients as they go through the stress of their treatment and recovery.

You take your car for a regular service; you do maintenance on your home so why not do the same on your financial planning needs?

Give me a call on 0739837581 or mail me on [email protected] to arrange a suitable time to meet either in person or via Teams/Zoom.
Your family will thank you for it.

Address

55 Marsh Street, Plaza Aquada
Mossel Bay
6500

Website

http://www.momentum.co.za/

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