Abongile Mbewu - Momentum Financial Planner

27/04/2023

Momentum’s range of innovative products and solutions addresses each of the different financial planning needs in the Financial Wellness Framework.

Our range of financial products provides you with holistic financial solutions, because being financially well enables you to achieve your life goals.

It all starts with a tailor-made, individualised financial plan that incorporates all aspects of the Financial Wellness Framework.

Next an accurate monthly budget to manage income and expenses, identify areas that need work, and make adjustments as and where required. This ensures appropriate debt management over your lifetime.

Finally, it is important to look at efficient management of tax liability for optimal performance of financial resources.

Book an appointment with me and let me help you on your journey towards financial freedom.

Happy Freedom Day!!!

02/11/2022

How would your life be affected, if you were suddenly unable to work due to a serious illness or injury?

Would you still be able to pay your bills and maintain your lifestyle? Would you be able to continue saving for retirement? Would you be able to afford your children's education?

If you answered "No" to any of the above questions, then it is time for you to consider protecting your Income!

Q: "What if I never get sick, or seriously injured?"
A: "What if you do?"

I invite you to take this 1 minute quiz to find out why you need Income Protection.

Income protection makes sure you get a regular income if you can't work because of a serious illness or injury. Do you need it?

02/11/2022

Plan ahead! Protect your child's education!

Let's talk...

26/10/2022

Don't leave anything to chance! Plan ahead!

25/10/2022

Let me help you make sense of your Group Life Benefits.

Let's talk...

24/10/2022

Avoid the drama! Protect your legacy! Protect your children!

21/10/2022

Don't allow yourself to become a statistic!

Let's talk...

21/10/2022

Protecting your family means preparing for the unexpected. Make these important decisions now, while you can! Or they will be made for you!

Let's talk...

19/10/2022

Your Will may be valid, but is it executable?

Let's talk!

19/10/2022

First things first... Do YOU have a Will?

You’ve dedicated your life to make sure your loved ones are taken care of. Don't leave them worrying about their finances because your estate was short of cash.

19/10/2022

My name is Abongile Mbewu. I am a Financial Planner with Momentum Financial Planning. I help my clients protect themselves, their families, and their businesses, while being able to build sustainable wealth.

My aim is to help you identify your most pressing pain points, locate the source of the pain, and provide solutions to help you alleviate that pain. So that as your life unfolds and your needs evolve, we can get ahead of such changes. In turn, this gives you peace of mind that you and your family will be taken care of when life happens and still be able to achieve your financial goals.

My services include: Financial Planning, Estate Planning, Retirement Planning, Income Protection, Wills & Trusts, Life Insurance, Investments and Savings, to name a few.

I am currently based in Mthatha (Eastern Cape); however, I am available to assist you remotely, wherever you are.

You can email, inbox or connect with me through my website.

I look forward to being a part of your journey to success!

Kindly follow my page for some useful tips and insights!😉

Send a message to learn more