|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)|
|Higher Certificate In Wealth Management (NQF 5)|
|Life and Disability|
FOCUSProfessional & Personal 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. (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
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Momentum & Discovery
I joined Liberty Life (North City Group) in 1986 and started my own advisory practice in 1990 as Ivan Moskoff & Associates cc later to become Ivan Moskoff Financials (Pty) Ltd in 1999.
Transitioned to a 'Limited Client Practice' (LCP) in 2006 to render my services to a maximum of 90 select clients, largely specialist medical professionals and company owners / directors. These high income / high net-worth individuals require a bespoke and personal approach regarding advice and administration on their assurance, investment, and retirement portfolios.
Financial products can be complex structures and a solid understanding of their component parts is key to optimizing client benefits. This applies to both risk policies and investments. It also requires an understanding of their corporate management, benefit structure and definitions, claims processes, incentives, asset allocation, fund composition, mandate, markets and risk, to mention a few. Translating these ideas into meaningful information is crucial to the advisory process thereby building robust portfolios, always with careful consideration of client objectives, priorities and needs.
To meet succession planning and compliance objectives like RDR, FAIS, TCF, FSCA, I joined Momentum Consult (Pty) Ltd (a division of MMI Group) in 2014 as franchise principal of Momentum Consult Helderberg in Somerset West. Momentum Consult is a full-service Financial Services Provider (FSP) brokerage.
My clients now benefit from a broader range of available service providers and products. Discovery products and services continue to fbe offered via the Ivan Moskoff Financials (Pty) Ltd practice, FSB licence (FSP 7903), .
New client introductions are mostly by client referrals although direct enquiries are most welcome.
|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||3 - 5|
|Indemnity insurance||Insurance: yes