Interested in a business opportunity?

Join a winning team, backed by the benefits of being associated with a credible and reputable financial services organisation.

Why Momentum Consult

Momentum Consult is a proud member of the JSE-listed, Momentum Metropolitan Life – one of South Africa’s largest and most respected financial services specialists. We are an authorised financial services provider (FSP No. 5503), with over 50 years’ experience.

Momentum Consult Franchise is a branded, under-license franchise model that provides registered financial advisers with the opportunity to partner with Momentum Consult (Pty) Ltd. We have more than 150 franchise partners countrywide and they extend the value, expertise and security associated with a reputable investor brand, Momentum Metropolitan Holdings, to their clients.

We are a proud FPI Corporate PartnerTM of the Financial Planning Institute of Southern Africa (FPI) and are committed to maintaining the highest professional and ethical standards in the financial services industry.

Our wealth management philosophy

We adhere to designing a client-centric investment goal (or goals) that incorporate return objectives, risk appetite and investment horizons. Portfolios are constructed and managed in such a way that they have a high likelihood of achieving a defined, real return outcome; thereby enhancing our clients financial wellness.

We believe in:

  • Offering and maintaining a unique, consistent Momentum Consult brand and client experience.
  • Providing a client-centric business model that focuses on integrity-based wealth management and advice solutions – founded on sustainable house views.
  • Honouring and developing our most valued resource: our people.
  • Customised, tailor-made solutions that are aligned to trustworthy interactions; in response to our clients unique needs, requirements and preferences.
  • Equitable, value-driven, long-term partnerships and dealings with our clients, partners, shareholders and business associates.
  • Being a respected leader in our chosen markets; by operating an innovative, technologically savvy business.

What we offer registered financial advisers

The benefits of joining Momentum Consult

Extensive financial services experience; combined with sound financial planning and advice knowledge, and a stable client base, form the basis of starting your own business. The risks associated with starting your own business could derail your dreams and aspirations. By joining Momentum Consult you're able to reap the rewards of running your own business, whilst mitigating the associated risk; and leveraging from the backing of a stable, credible and reputable brand.

The benefits include:

  • An attractive fee-sharing agreement
  • Commission administration
  • License and compliance management
  • Technology support
  • Advice software
  • Marketing and communication support
  • Education, through development programmes, designed to advance ongoing learning
  • Pricing advantages, available through being a part of a large organisation
  • Legal and tax support
  • Specialised fiduciary services support
  • Stockbroking for your clients support
  • Wealth management methodology
  • Investment research and ‘house views’
  • Range of best-of-breed product providers and solutions
  • Practice management
  • Succession planning
  • Financial model
  • Business evaluation

Areas of specialisation

We pride ourselves in providing our clients with professional and personalised consulting and advice on a comprehensive range of financial planning, wealth management and wellness solutions.

Our core competencies include:

  • Financial planning for individuals
  • Financial planning for business
  • Employee benefits
  • Estate planning, wills and trusts
  • Healthcare
  • Wealth management
  • Investments
  • Commercial short-term insurance
  • Car and home insurance
  • Stockbroking

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.