About

We empower our clients to manage and enhance their financial wellness throughout their lifetime.

About Momentum Consult

Just like an artist draws from a wealth of experience, our financial advisers draw from the support and structure of Momentum Metropolitan Life. In so doing, they are able to tap into the latest technology, solutions and advice tools; designed to empower you achieve financial wellness.

Who we are

Momentum Consult is a proud member of the JSE-listed, Momentum Metropolitan Holdings - one of South Africa’s largest and most respected financial services specialists. We are an authorised financial services provider (FSP No. 5503) with a national footprint that spans across Gauteng, Kwazulu-Natal, the Eastern and Western Cape.

Momentum Consult adheres to the principles of Treating Customers Fairly (TCF); the outcome of which enables our clients to fully understand the financial planning and advice process that our advisers follow, enabling clients to understand the risks and costs involved. Our vision is to be the preferred financial advisory to individuals and their businesses throughout their lifetime with a reputation for innovation and trustworthiness. Our purpose is to empower individuals and businesses to manage and enhance their financial wellness. Our advisers offer comprehensive financial planning and advice on a range of solutions from an array of product providers.

Our values

In striving to reach and achieve our vision we maintain, and are committed to, the following core values:

  • Accountability: We take ownership of our roles, responsibility for our actions and outcomes, and we honour our obligations to all of our stakeholders.
  • Diversity: We embrace and promote diversity, enabling us to access the skills and talents of employees and partners from a wide range of backgrounds and perspectives.
  • Excellence: We strive for excellence in all that we do with a strong emphasis on delivering the highest standards of products, service and performance to our stakeholders.
  • Innovation: We thrive on innovation by challenging ourselves to find, develop and implement even better solutions while, at the same time, continuously improving our processes and growing our people.
  • Integrity: Integrity and trust are vital in our industry and we place them at the forefront of our organisation; ensuring that we don’t ‘talk the talk’, but rather ‘walk the talk’.
  • Teamwork: Is vital to our success and is based on listening, collaborating, encouraging and respecting each other in our quest to achieve outstanding results.

Our business philosophy

  • Client focus: We are truly client-centric. We value and foster long term relationships with our clients and partners throughout the financial wellness building process; with a focus on continued business.
  • Innovation: We recommend innovative financial wellness solutions, based on an objective assessment of your unique financial goals.
  • Service excellence: We exist for our clients and enjoy serving them. We aim to delight them with our products, innovative solutions and the quality of our service.
  • Hands-on is the way we know best: We have a hands-on approach and communicate with our clients regularly to support our clients in achieving financial wellbeing.
  • Integrity: Honesty and integrity are imbued in our business and personal conduct.
  • Tailored, comprehensive financial solutions: Our client’s and partners benefit from us having access to world-class legal, compliance, marketing, analysis tools, technology and research support - provided by Momentum and Momentum Metropolitan Holdings.

Our financial planning process

Critically important for any work of art; is the preparation and the process. The same applies to financial planning where we apply six important steps that lead to the development of a client’s own financial wellness framework.

The framework comprises the following:

  • Step 1: Establish a relationship with the client
  • Step 2: Collecting the relevant information
  • Step 3: Analysing a client’s financial status and wellbeing
  • Step 4: Developing a sustainable financial wellness plan
  • Step 5: Implementing the recommendations of the plan
  • Step 6: Reviewing a client’s ongoing financial wellness situation

The benefits include:

  • Participating in the pricing advantages of being linked to a large organisation: this helps you to access superlative products and attract lower fees.
  • Business and advisory continuity: We ensure that your financial wellness journey doesn’t get derailed if your financial adviser changes. Succession planning is part of what we do.
  • Investment research and house views: Our clients are ensured peace of mind knowing that their investment solutions and house view funds are appropriately researched. Thereby making them more likely to meet your financial objectives.
  • Best-of-breed product providers and solutions: We remain informed by monitoring local and offshore market trends, enabling us to identify new opportunities for our clients.

Meet the team

Our team consists of highly skilled professionals who are committed to serving our clients. We are enthusiastic about what we do and drive Momentum Consult’s passion for innovation and exceptional client service.


Financial wellness

In today’s increasingly demanding financial landscape, our craft lies in seeing the bigger picture. Artists, like our financial advisers, are used to dealing with complexity; being able to see the masterpiece on a blank canvas, or a sculptor who is able to visualise the finished form within the raw stone. Our clients are those who embrace this way of thinking. Those who see things from a fresh perspective; always adapting and always open to a mindshift - in order to see the bigger picture, and thereby turning a vision into reality.

Our clients financial wellness is at the heart of everything we do. Whatever your life stage, our financial advice and solutions will empower you to manage and enhance your financial wellness throughout your lifetime.

Uniqueness

A true artist will never create the same thing twice. In the same way, we create individual financial solutions that are tailored to suit your specific needs.

Big picture thinking

Artists are visionaries of the bigger picture. They take on ambitious projects that require planning. Balancing the bigger picture with the fine details in order to create the perfect composition. In the same way, our financial advisers are committed to focusing and innovating so that their clients financial wellness is attained and nurtured.

Tradition and experience

Great artists retain a sense of tradition; they know where they’ve come from; combined with years of experience, it’s what’s shaped their work. Our heritage dates back to 1966 and makes us who we are today. We pride ourselves on providing a depth of experience and expertise in delivering professional, personal financial solutions to our clients to enhance their financial wellbeing.

Resilience and adaptability

In an ever-changing financial landscape, we constantly remain agile and co-ordinated; learning rapidly; so that we can continue to respond to unpredictable developments and thereby ensure our long-term success.

Skill and craft

Our skilled financial advisers have extensive experience on a range of complex financial topics, and are equipped to craft financial solutions that are best suited to your unique requirements.

Tangible results

Our goal is to get an in-depth understanding from our clients. This involves listening really well. Only then can we propose financial solutions that will deliver tangible value and results for them.

Integrity

Integrity is one of our core values. We undertake to act with integrity in all we do and pride ourselves on delivering the highest standards of behavior, including honesty and fairness in all aspects of our work.

Dedication

We are dedicated to putting our clients needs first; guiding and assisting them in defining their financial goals and developing strategies to reach these goals.

Board of Directors

Kobus Sieberhagen
  • Appointed as Chairman of the Board (Non-Executive) in 2009
  • Ph.D in Clinical Psychology – Stellenbosch University
  • Advanced Management programme – Oxford University
  • Leadership and Management programme – Oxford University.
Kobus Sieberhagen
Hannes van den Berg
  • Appointed as Chief Executive Officer in 2014
  • B.Compt (Hons)
  • CA (SA) Accounting and Finance – University of the Free State
Hannes van den Berg
Jeanette Marais
  • Appointed as Deputy CEO of MMI Holdings Ltd and CEO of Momentum Investments in 2018.
  • Obtained an MBA (with Honours) from the IIMP in Switzerland in 2015.
  • Completed the Program for Executive Development at the IMD in Switzerland in 2013.
  • Obtained a Financial Services Marketing Diploma from the University of Cape Town’s Business School in 1999.
  • Obtained a Diploma in Financial Markets from the University of Johannesburg in 1998.
  • Obtained a Direct Marketing Diploma from the AAA School of Advertising in 1997.
  • Obtained a BSc in Mathematics and Mathematical Statistics from the University of the Orange Free State in 1989.
Jeanette Marais
Brand Pretorius
  • Appointed as Chief Executive Officer at Momentum short-term insurance in 2007
  • B.Comm, Law
  • LLB, Law
Brand Pretorius
Johann le Roux
  • Appointed as CEO of Momentum Life in 2018
  • BSc (Honours): Mathematical Statistics
  • MBA
  • Fellow of the Actuarial Society of South Africa

Momentum Consult Executive Committee

Hannes van den Berg
  • Appointed as Chief Executive Officer at Momentum Consult in 2014
  • B.Compt (Hons) CA (SA) Accounting and Finance obtained from the University of the Free State
Hannes van den Berg
Riaan Verbeek
  • Appointed as Chief Financial Officer at Momentum Financial Planning and Momentum Consult in 2014
  • B.Com (Hons) Accounting obtained from the University of Pretoria
  • CA (SA) – South African Institute of Chartered Accountants (SAICA)
Riaan Verbeek
  • Appointed as Head of Financial Planning and Advice at Momentum Consult in 2017
  • B.Com Legal Studies obtained from the University of the Free State
  • LLB Legal Studies obtained from the University of the Free State
  • Postgraduate Diploma in Financial Planning and Services obtained from the University of the Free State
Bertie Nel
Marjorie van den Heever
  • Appointed as Head of Brand and Marketing at Momentum Consult in October 2019
Marjorie Van den Heever
MC Theart
  • MC has been with Momentum since 2002
  • Appointed as General Manager over the Eastern, Western, Northern Cape and Free State Region at Momentum Consult in 2014
  • NQF in Wealth Management
  • Diploma in Medical Underwriting, Personnel Management and Industrial Relations
Keith Naidoo
  • Appointed as General Manager for the Johannesburg Region at Momentum Consult in 2019
  • Appointed as Specialised Investment Consultant at MMI in 2005
  • Appointed as Regional Manager at Momentum Distribution Services in 2006
  • Appointed as General Manager at Momentum Financial Planning in 2010
  • Appointed as General Manager at MDS Broker Distribution in 2013
  • Appointed as Head of Emerging Markets at Momentum Core in 2017
Francois van den Berg
  • Appointed as General Manager for the Inland Region at Momentum Consult in 2019
  • Appointed as Marketing Advisor at Momentum Distribution Services in 2008
  • Appointed as Regional Sales Manager at Momentum Distribution Services in 2015
Francois van den Berg
Sonja Steyn
  • Appointed as Head of Wealth Management Strategy at Momentum Consult in 2018
  • Certified Financial Planner qualification obtained from the University of the Free State
  • Master of Business Administration obtained from the University of the Free State
  • Master of Arts in Psychology obtained from the University of the Free State
Sonja Steyn

Momentum Consult Management Committee

  • Appointed as Franchise Development Manager of the Gauteng Central Region at Momentum Consult in 2017
  • Higher Certificate in Retirement Fund Management obtained from the Insurance Institute of South Africa (IISA)
  • Wealth Management Certificate obtained from the Insurance Sector Education Training Authority (INSETA)
  • RE5 and RE1 obtained from the Financial Planning Institute
Kalay Pillay
Estelle Jurgens
  • Appointed as a Franchise Development Manager of the Cape Town Region at Momentum Consult in 2016
  • Bachelor Degree in Industrial and Organisational Psychology obtained from the Stellenbosch University
Estelle Jurgens
Michael Voster
  • Appointed as Franchise Development Manager over the KwaZulu-Natal region at Momentum Consult in 2019
  • NQF 6 National Certificate in Financial Markets and Instruments
  • Diploma in Personal Management
  • Postgraduate Diploma in Financial Planning
  • CFP
Michael Vorster
Madeleen du Preez
  • Appointed as an Investment Advice Specialist at Momentum Consult in 2016
  • Certified Financial Planner
Madeleen du Preez
Therese Grobler
  • Appointed as an Investment and Advice Specialist at Momentum Consult in 2018
  • Bachelor of Commerce degree
  • Certified Financial Planner
  • Advanced CFP qualification
Therese Grobler

Our clients’ financial wellness is at the heart of everything we do. Whatever your life stage, our financial advice and solutions will empower you to manage and enhance your financial wellness throughout your lifetime.