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            A financial advisor with her male client inside a coffee shop looking a laptop screen and discussing his future plans and finances.

Financial planner services in South Africa

Everyone has different goals in life, but whatever your goals, getting advice from a qualified financial planner can help bring you closer to achieving them. A financial planner can assist you with the following:

  • Building an investment portfolio to achieve your short- and long-term investment goals.
  • An estate plan to structure your assets in the most tax-effective way to ensure the protection and preservation of assets from one generation to the next.
  • Life insurance to secure the financial well-being of your loved ones.

Find a Financial planner

Get in touch with a financial adviser

Find a financial adviser near me

You can choose an adviser based on your needs and location in South Africa.

Get an adviser to call me

Leave your contact details and one of our advisers will call you.

Search for an adviser by name

Look up a Momentum financial adviser's name and contact them directly.

Financial planning for success

A Momentum financial adviser is someone who's willing to get to know you personally. It's not just a transaction - it's a partnership.

Two financial advisors, male and female, reviewing some financial planning documents on an open laptop in front of them.

How can a financial adviser help me?

Once a financial planner knows your goals, they’ll be able to provide informed and thoughtful financial advice to keep you on track to achieving your financial goals.

A certified financial planner in South Africa headed down some stairs into an office building while holding a black leather bag in one hand and his blazer on the other.

Why do I need a financial adviser?

It's not impossible to invest on your own in South Africa, but an adviser has the objectivity and experience to help you with financial planning to grow your wealth, adapt to meet the full range of challenges you might face, avoid costly mistakes, and to help you stay focused and on track with tax-efficient investments.

Don’t see what you need?

Tell me more about what services a financial advisor can help me with.

Get financial advice

I’d like a financial advisor to call me regarding my personal financial plan.

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