|Firm||Momentum Consult Helderberg|
3 Ridge Lane,
Somerset West, 7130
|Languages||English: First Language Afrikaans & Italian: Second Languages* (*Spoken & some written) (in order of proficiency)|
|Life and Disability|
FOCUSPersonal, Professional, Bespoke financial advice.
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
My journey in financial services began in August 1986 when I joined Liberty Life (North City Group) as a Consultant at age 23. In December 1990 I left NCG to start my own practice Ivan Moskoff & Associates cc which became Ivan Moskoff Financials (Pty) Ltd in 1999.
After more than a year's planning, in January 2006, I transitioned my practice into a 'Limited Client Practice' (LCP) thereby restricting my services and expertise to fewer than 100 select clients, mostly specialist medical professionals and company owners & directors. These high income / net-worth individuals require a dedicated, hands-on, knowledgable and bespoke advisory and administration service for their assurance, investment, and retirement portfolios.
Modern financial products involve complex structures and processes that require a solid understanding of their component parts and how they interrelate, and how they can be best utilized to enhance a client's portfolio.
Investment products especially require an in-depth understanding of their management, asset allocation, fund composition, structure, mandate, and risk; understanding and translating this into meaningful information is part of my consulting and advisory process, always taking into account my client's objectives, priorities and needs.
In the interests of providing adequate succession planning and up-to-date compliance (RDR, FAIS, TCF, FSB), in October 2014 I joined Momentum Consult (Pty) Ltd (a new division of MMI group) as franchise principal for the Somerset West region of Cape Town (Momentum Consult Helderberg). Momentum Consult is a full-service Financial Services Provider (FSP) brokerage.
This transition enables me to represent a broader range of service providers and products I previously had no access to. Meanwhile Discovery's products and services are still being provided by me under my Ivan Moskoff Financials (Pty) Ltd practice, FSB licence (FSP 7903).
My primary source of new client introductions is via client referrals, although of course I welcome direct enquiries for more information. Thank you.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R1000000.00
Recurring monthly: R10000.00
|Remuneration||Fee and Commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||1|
|Indemnity insurance||Insurance: yes