City of Cape Town, Western Cape, South Africa
I consult to Financial Advisers about numerous investment solutions on offer by Momentum Investments. My proposition is the co-creation of value for the clients of advisers. Our standout advantages include unmatched variety of accessible investment components on our local, global and securities platforms. With Momentum, investing is personal and everyone has the right and ability to customise their investment portfolio in any which way they're advised to do so. If risk reduction by investment diversification is paramount to success, our scope is the widest. We offer solutions for funds from both voluntary and compulsory (retirement) sources, therefore we have the means to increase tax efficiency, empower financial succession goals and aim for better outcomes. Administering and consolidating portfolios is only one of our numerous services to financial advisers. We believe that our products, information and consultation can augment financial advice and create deeper value for clients. Feel free to reach out to me whether you'd like to engage me on my proposition, discuss advice or anything beyond - learning from you and updating my approaches, views and routines are among my highest values.
Third party marketing of financial products and services to a specific panel of external reselling stakeholders that require consistent and qualitative relationship management to ensure stable workflow and end-user satisfaction on a sustainable basis.
Third party marketing of financial products and services to a specific panel of external reselling stakeholders that require consistent and qualitative relationship management to ensure stable workflow and end-user satisfaction on a sustainable basis.