Anneke Wolfaard

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Anneke Wolfaard

Momentum Financial planner

15/06/2026

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.

13/06/2026

Retirement planning: It is never too early to start.

When you are building your career, retirement can feel a lifetime away, but every rand you invest early becomes freedom later. Freedom to choose your lifestyle, your work, and your pace. Momentum advisers help you design a plan that grows with you, adapting as your goals and income change.

So here is the question: What does financial freedom look like to you, and when do you want to start building it?

Speak to me, a Momentum financial adviser today.

10/06/2026

Why a Momentum Retirement Annuity (RA) matters
Your retirement isn’t just a distant goal — it’s the reward for years of hard work. A Momentum RA helps you build that future with discipline and smart investing.

💡 Here’s why starting now makes all the difference:

Compound growth: The earlier you start, the more your money multiplies over time.

Tax advantages: Contributions reduce your taxable income, and growth inside your RA is tax-free.

Financial security: You’re creating a reliable income stream for your retirement years.

Flexibility: Start from just R500 per month — tailor your plan to your budget and goals.

🔒 A Momentum RA is more than a savings plan — it’s your long-term financial safety net.
Whether you’re just starting your career or already planning for retirement, every contribution counts toward a more comfortable tomorrow.

📞 Anneke Wolfaard
060 522 5937
📧 [email protected]

21/05/2026

Every day in South Africa, around 130 heart attacks and 230 strokes occur – that is 10 strokes and 5 heart attacks every hour. Life can change in a heartbeat. Critical illness cover helps you protect more than your health – it safeguards your income, your goals, and your family’s peace of mind.

So here is the question: If a health setback stopped your income tomorrow, how many months could your household stay afloat before things got tight?

Speak to me, a Momentum financial adviser today.

19/05/2026

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 today.

15/05/2026

Earning well is one thing; turning that income into lasting wealth is another. Many South Africans earning over R40 000 a month still do not have a pension or investment plan. It is not about how much you earn, but how intentionally you manage it.

So here is the question: If your income stopped tomorrow, how much of it would still be working to secure your future?

Don’t leave your financial future to chance. Speak to me , a Momentum financial adviser today and discover how you can turn your income into lasting wealth, security, and peace of mind.

13/05/2026

Most South Africans are not. Only 30% of households contribute to a pension, and just 15% have a retirement annuity. Life moves fast, and ‘one day’ can arrive without a plan. The good news? A simple structure, reviewed regularly, can turn your income into lifelong security.

So here is the question: If you stopped working tomorrow, how long could your lifestyle continue exactly as it is today?

Let’s work together to ensure your income provides lifelong security, no matter what tomorrow brings.

Speak to me, a Momentum financial adviser today.

11/05/2026

With 6.3 million South Africans living with high blood pressure, the risk of serious illness is higher than most people think. Every day, 130 heart attacks and 240 strokes change lives forever. Medical aid may cover treatment, but recovery, time off work and lifestyle changes often cost much more.

So here is the question: If you were in recovery for six months, would your finances recover with you, or would they fall behind?

Speak to me, a Momentum financial adviser today.

07/05/2026

Every hour in South Africa, 10 people suffer a stroke and 5 experience a heart attack. Critical illness can strike at any time – and when it does, it affects more than just your health. It impacts your income, your lifestyle, and your family’s stability.

So here is the question: If life took an unexpected turn tomorrow, would your finances be strong enough to give you time to heal?

Speak to me, a Momentum financial adviser today.

01/04/2026

Your goals deserve advice that shows up right when you need it.

I’m here to help you with:
• Comprehensive financial planning
• Wealth & investment strategies
• Risk & income protection
• Pre- and post-retirement planning

Let’s put a clear plan in place for your future.

📞 060 522 5937
📧 [email protected]

Address

72 Drift Boulevard
Paardekraal

Website

http://momentum.co.za/, https://www.momentumfp.co.za/anneke_wolfaard/2B2AA9

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