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| MEMBER SINCE | 2004 |
| Firm | Consult Helderberg |
| Suburb | Somerset West |
| Address |
3 Ridge Lane,
Golden Hill,
Somerset West 7130
See Map |
| GPS | -18.86681, 34.06573 |
| FSP Licence | 5503 |
| Languages | English: First Language, Afrikaans & Italian: Second Languages* (*spoken) (in order of proficiency) |
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| Tel | 021-8513891 |
| Fax | 0866258018 |
| Website | www.consultm.co.za |
| Qualifications | |
| Higher Certificate In Wealth Management NQF5 | |
| Retirement |  |
| Investments | |
| Estate Planning | |
| Life and Disability | |
| Medical schemes | |
| Short-term insurance | |
| Business Assurance | |
| Offshore Investment | |
| Group Schemes | |
FOCUS
Bespoke Financial Advice on a fee and/or commission basis.OTHER SERVICES
Momentum Consult offers the following advisory services and solutions: • Financial planning for individuals and businesses • Wealth Management • Investments • Motor and household insurance • Estate planning, wills and trusts • Commercial short-term insurance • Employee benefits • Health care • Stockbroking A representative of Momentum Consult (Pty) Ltd. (Reg. No. 1969/009289/07), an authorised financial services provider (FSP 5503), a subsidiary of Momentum Metropolitan Strategic Investments (Pty) Ltd and rated B-BBEE level 1. Momentum Consult is an FPI Corporate Partner TM *** *** *** *** Fee structure: My consulting and/or advisory fee is between R1800 and R3600 per hour (ex vat) dependant on the scope of work required. This fee applies to prospective (new) clients and late estates.The fee may be refunded in lieu of commission paid for business concluded. (Fee does not apply to my established living clients).
OTHER COMPANIES REPRESENTED
Elevate
Companies through which more than 30% of income is derived:
Momentum & Discovery
I started my career in financial services when I joined Liberty Life (North City Group) in August 1986 and progressed to my own advisory practice in November 1990 (Ivan Moskoff & Associates CC later to become Ivan Moskoff Financials (Pty) Ltd in 1999)
In 2006 I transitioned to a 'Limited Client Practice' (LCP), by offering my services to a limited number of selected clients like specialist medical professionals and company directors. These high income / high net-worth individuals require a bespoke and personal approach to advice, planning and administration of their assurance, investment, and retirement portfolios.
Financial products can comprise complex structures which require a sound understanding of their component parts to optimise benefits for clients. This applies to both risk policies and investments, and it requires an understanding of these products' corporate management, benefit structure, policy definitions and wording, claims processes, financial incentives, asset allocations & fund composition, asset & fund management mandates, markets and risk, administrative efficiency, and more.
Translating financial concepts into useful and understandable information is vital to the advisory process, and in this way we can help to build solid portfolios, taking into account our client's objectives, priorities and needs.
In 2014, in order to meet succession planning and compliance objectives & requirements (RDR, FAIS, TCF, FSCA), I joined Consult by Momentum (Pty) Ltd (a division of MMI Group) as franchise principal of Consult Helderberg (Somerset West). Momentum Consult is a full-service Financial Services Provider (FSP) brokerage, with the exception of Discovery products.
In this way our clients now benefit from a wide range of service providers and products, while I continue to provide Discovery's products and services via my own independent advisory practice, Ivan Moskoff Financials (Pty) Ltd, FSB licence (FSP 7903).
New client introductions are mostly by word-of-mouth referrals.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R1000000.00 Recurring monthly: R12000.00 |
| Remuneration | Fee OR commission |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff | 1 |
| Indemnity insurance | Insurance: yes Value: R7500000.00 |
