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
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 Financial Advisor
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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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Consult reposted this
We’re well on the way with Women’s month and our second theme is resilience. As women, we are remarkable – we can withstand any challenge and difficulty, and have the ability to be resilient until we stand victorious. Come along for the journey with Women On The Rise as we help you gain financial confidence and thrive through financial advice. #FinancialConfidence #ThrivingWithAdvice
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We’re well on the way with Women’s month and our second theme is resilience. As women, we are remarkable – we can withstand any challenge and difficulty, and have the ability to be resilient until we stand victorious. Come along for the journey with Women On The Rise as we help you gain financial confidence and thrive through financial advice. #FinancialConfidence #ThrivingWithAdvice
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To work at a place that values you is a privilege and if there’s one thing that Consult excels in outside of offering quality financial service and advice, it’s having fun at work! Our ladies of Consult recently had their annual Women’s Month Ladies event where they got the opportunity to express their creative side through creating their own handbags. They also got a chance to share empowering stories amongst each other – remarkable stories that make them stand victorious as women. At Consult, we are a family. Our culture is strong on values that are associated with being a family. We learn, we grow, we enable, we engage and most importantly – we support each other to rise to deliver phenomenal results. #FinancialConfidence #ThrivingWithAdvice
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We’re kicking off Women’s Month with our latest campaign, Women On The Rise, dedicated to supporting all women’s journeys to success, starting with our first theme of confidence. Come along for the journey as we help you gain financial confidence and thrive through financial advice. #FinancialConfidence #ThrivingWithAdvice
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Shaun Meintjes, franchise principal and financial adviser at Consult Cornwall Hill delves a bit deeper into a common issue that a majority of clients face within the Medical Aid industry, as well as offers a solution to counter the issue. In this MoneyHeroes episode, Shaun shares an insight on his expertise in Medical Aid. Make the #consultmindshift and #RiseBeyond #LetsJourneyTogether
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Consult reposted this
Ons kuier saam met Consult #Caledon by Korenhof Merinos se jaarlikse produksieveiling. #kwaliteitgenetika #MerinoSA
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"Without beneficiaries, your assets may fall into unintended hands", warns Yolandi Martinez, Financial Adviser at Consult. In this MoneyHeroes episode, Yolandi advises us on the importance of having nominated beneficiaries as part of a financial plan and updating them regularly. Make the #consultmindshift and #RiseBeyond #LetsJourneyTogether
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#ConsumerNews Given South Africa’s abysmal savings rate, South Africans must start planning for retirement early if they hope to retire comfortably. According to Marnus Mostert CFP®, a franchise principal and financial adviser, saving to draw 75% of your current salary will ensure a comfortable retirement. Like many other experts, he stressed that the earlier you start saving, the easier it is to achieve your retirement goals. To illustrate this, Mostert showed that one would have to save just under 12% of their gross monthly salary to achieve a 75% replacement ratio by age 65. Follow this link for Marnus' advice on how to retire comfortably: What you need to save in your 20s, 30s, and 40s to retire comfortably in South Africa – BusinessTech #LetsJourneyTogether
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“It’s our responsibility as successful individuals to give back to our communities, not only through tangibles, but through lessons that they will carry with them throughout their lives.” says George Mahlakgane, franchise principal and financial adviser at Consult Flora Park, as he elaborates on why he believes that sharing life lessons is just as important as handing out physical gifts. In honour of Nelson Mandela Day, George reminds us of the important role financial services and solutions play in different sectors. #LetsJourneyTogether
Sharing life’s lessons is our gift to future generations
Consult on LinkedIn