With Black Friday around the corner, make sure you are safe and protected. If you need advice, contact a Consult Short-term Insurance adviser. #safetyfirst #assetprotection
About us
Let's journey together. Consult is a large and well-respected financial planning and advisory business with an extensive national footprint and R30 billion in assets under advice. We provide financial planning and advice solutions, as well as bespoke investment management services to our clients and their businesses. Our clients experience complete objectivity when it comes to suitable product solutions. We offer a comprehensive range of products, from multiple providers including all major life, health, savings, investment, short-term and employee benefit providers in South Africa. Our team offers the perfect balance between highly qualified industry veterans and qualified rising-star professionals, all with extensive experience in financial planning and advice, wealth management and the development and distribution of product solutions. We have a passion for financial advice and our culture ensures that we are aligned to and invested in our clients’ financial success. Momentum Consult is an Authorised Financial Services Provider (FSP 5503) and is proud to be part of Momentum Metropolitan Holdings Limited.
- Website
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https://www.consultm.co.za/
External link for Consult
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Centurion, Gauteng
- Type
- Privately Held
- Founded
- 2014
- Specialties
- Insurance, Investments, Wealth Management, Financial Advisory, and Financial Planning
Locations
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Primary
Get directions
2nd floor, Momentum Metropolitan Building, 268 West Ave, Die Hoewes, Centurion, 0157
Centurion, Gauteng 0157, ZA
Employees at Consult
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Warren Wilkinson - CFP®, FPSA®
Franchise Principal | Offering expert financial advice and strategic wealth management for individuals and businesses
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Pippa Jane Barker
Short-Term Insurance Specialist
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Jeremy Rice
Financial Planner CFP® | Analyst | Entrepeneur
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Carl Van Vuuren ESTATE and BUSINESS RISK ANALYST
Professional Legacy Adviser to Successful Business Owners and High Net-Worth Individuals- DEFINING, GROWING & SECURING BUSINESS & PERSONAL LEGACIES
Updates
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At Friday's #ScienceofSuccess event by Momentum, inspirational speaker and author Robin Sharma reminded us that "It is not what you do once a year, it is what you do every day that produce stunning results." At the beginning of this new week, let that inspire you to do your best every day. Consult providing our clients advice for success with George Mahlakgane, Jürgen Eckmann and the Consult team.
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Consult supports our advisers with #financialsolutions for clients from multiple providers.
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Brand & Events Specialist | Creative | Out-the-Box | Concepts | Eye-for-Detail #decorlover
Exciting News at Consult 🌟 We’re rolling out the welcome mat for our new financial advisers, and we couldn’t be more excited! These amazing professionals are ready to dive into the world of finance with fresh ideas and a whole lot of enthusiasm. Get ready for some fun and innovative approaches to help our clients achieve their financial goals. We believe that finance doesn’t have to be all numbers and spreadsheets—it's about building relationships and making dreams a reality! Join us in giving them a warm welcome! We can’t wait to see the incredible things we’ll accomplish together. #Welcome #FinancialAdvisers #TeamGrowth #FunFinance #ClientSuccess #ConsultInduction ##ILoveMarketing ##ILoveEvents
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We recently had our Hop-on Hop-off Induction this week where we officially welcomed 30 newly appointed Financial Advisers to the Consult family. Multiple entertaining and informative presentations were presented to the Financial Advisers, given them a brief rundown on Short-Term Insurance, Business Development, Wealth Management, Financial Planning and Advice, Compliance and Marketing, and how each department can assist them to effectively build and support their clients’ financial dreams. It is important for us that our Financial Advisers understand the business and that they aren’t just our partners but are our family members. #financialadvice
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The key to ensuring a business’ success and continuity is to take the learnings of highly effective brokerages and use it as a guiding force. To ensure that you excel as an entrepreneur in your insurance practice, you will need to be fully amoured to take on the everchanging landscape. Serona Johnson, Franchise Development Manager at Consult, shares valuable insights on the key attributes that will contribute to a highly effective franchise.
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Times might be tough, and you might see the two-pot system as an answer to your prayers. But it’s not all sunshine and roses, dipping into your retirement fund frequently or unnecessarily will have some implications. Therefore, there are a couple of things to consider before withdrawing from your retirement funds. Read more: https://lnkd.in/dxbRQu9Y
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Cybercriminals are no longer only targeting large corporates. Whether your business is big or small, in a city or small town – no one is exempt from criminals trying to gain access to your money or personal information. Read more: https://lnkd.in/d4NPaTf8
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Jürgen Eckmann, Wealth Manager at Consult Hurlingham has 16 years' worth of experience in wealth creation and preservation with a deep understanding of local and offshore investment markets. Watch his full video here to see how he can assist you on creating, as well as preserving your wealth: https://lnkd.in/dg4eXvCP