|Firm||Momentum Consult Helderberg|
3 Ridge Lane
|Languages||English: First Language* Afrikaans & Italian: Second Languages* (Spoken only - not for business) (in order of proficiency)|
|Life and Disability|
FOCUSPersonal, Professional, Bespoke.
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. Momentum Consult (Pty) Ltd is an authorised financial services provider. (FSP 5503). Momentum Consult (Pty) ltd is a subsidiary of MMI Group Ltd.
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Momentum & Discovery
I started my journey in financial services in August 1986 after joining Liberty Life (North City Group) as a Consultant. In December 1990 I started my own independent practice - Ivan Moskoff & Associates cc - which l later changed to Ivan Moskoff Financials (Pty) Ltd in 1999.
In January 2006 I streamlined my brokerage to operate as a 'Limited Client Practice' (LCP) by restricting my services and expertise to fewer than 100 select clients, mostly specialist medical professionals and company owners & directors. I believe these high-income / high-net-worth individuals require a dedicated, hands-on, knowledgable advisory and administration service for their assurance, investment, and retirement portfolios.
Modern financial products involve complex structures and arrangements that require a sound understanding of their component parts and how they inter-corelate, and how they work best within a client's portfolio.
Investment products require an in-depth understanding of their asset allocation, fund composition, structure and mandate. Understanding and translating this into meaningful advice forms part of my consulting process, always taking into account the objectives, priorities and needs of each client.
In the interests of providing adequate succession planning and up-to-date compliance (RDR, FAIS, TCF, FSB), in October 2014 I joined a new division of the MMI Group - Momentum Consult (Pty) Ltd. - as Franchise Principal & Financial Advisor for the Helderberg region in Cape Town (Momentum Consult Helderberg). Momentum Consult is a full-service Financial Services Provider (FSP) brokerage.
This transition also enables me to represent a broader range of service providers and products previously unavailable. Discovery's products and services are still being provided by me under my Ivan Moskoff Financials (Pty) Ltd practice, FSB licence (FSP 7903).
Reputational client referral is the primary source of my new client introductions, although I welcome being contacted directly for more information. Thank you.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R1000000.00
Recurring monthly: R7500.00
|Remuneration||Fee and Commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||1|
|Indemnity insurance||Insurance: yes