Consult by Momentum - George East

Congratulations on your new home! | Grant Lockyear Momentum offers a special package to people who have recently applied for a home loan or increased their existing home loan.

Advisers, planners should know their worth - tinyurl.com/2uhpmvju

The day-to-day compliance and operational challenges that modern financial advice practices have to overcome can make it difficult for financial advisers and financial planners to appreciate their true worth. Worth is defined by Oxford Languages as ‘the level at which someone or something deserves to be valued or rated.’ Many make the mistake of aligning worth with remuneration; but in the financial advice context, it makes more sense to think of your worth in terms of the value you add to society through the activity of financial advising.

The cost of delay is so hectic!!

How much you should have saved for retirement by the age of 40 A crucial question in financial planning is: “How much do I need to save to comfortably maintain my standard of living in retirement?”Addressing this correctly and promptly is critical, as retirees have different needs and risks compared to other investors. They require a steady income that idea...

.......a different perspective maybe??

Make retirement your best trip ever Plan your retirement like a dream vacation: set clear goals, budget wisely, and secure your future comfortably.

Revolutionising life insurance: The impact of Momentum's AI-powered health assessment Momentum revolutionises life insurance with biometric facial scanning, extracting real-time medical data via smartphones in 90 seconds, a South African first...

Allan Gray | Unpacking the changes to the retirement fund lump sum tax tables To account for the impact of inflation, this year’s National Budget introduced changes to the retirement fund lump sum tax tables for retirement fund cash lump sums taken both before and at retirement.