Consult Momentum

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Families Assisted
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Years Experience
R 0 BILLION
Assests Under Management
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Planners

Our Mission And Values

MISSION : Consult by Momentum Greenstone is committed to providing our clients with the best possible advice to create and safeguard their wealth. We achieve this by leveraging highly – skilled professionals, cutting – edge research, and robust infrastructure. Our mission stems from our aspiration to become the premier advisory firm in South Africa. We prioritise our clients needs, goals, and personalised outcomes, fostering deep personal relationships built on trust and understanding.Our services cater to engaged and committed clients who are serious about their financial journey, seeking expert guidance and support every step of the way.

VALUES : At Consult by Momentum Greenstone, we thrive in an environment defined by integrity, trust, and respect – a culture where these values are not just upheld, but embraced. We foster transparency and inclusivity. Valuing each member of our team and ensuring that every voice is heard. In our dynamic setting, sharing ideas and concerns is not just encouraged, its expected. Your contributions matter, and we prioritise listening to your thoughts and feedback. As a company driven by knowledge and innovation, we priorities the growth and development of our human capital. Your success is not just acknowledge but celebrated, reflecting our commitment to nurturing talent and fostering a culture of achievement.

Services

Investing

Retirement Planning
Flexible Investments
Direct Offshore

Estate Planning

Last Will & Testement
Living Will

Long Term Insurance

Life Cover
Income Protection
Critical Illness Cover
Disability Cover
Funeral Cover

Business Assurance

Buy & Sell Agreements
Keyman Cover
Contingent Liability
Business Income Protection

Short Term Insurance

Vehicle Cover
Household Content
Building Cover
Personal Items

Medical Aid

Medical Aid
Gap Cover

Tax and Payroll

Annual Tax Returns
Payroll Administration

Legal

Legal Opinions
Documentation

What Our Clients Say

We’re proud of the work we do and the relationships we build. Here’s what our clients have to say about their experience with us.

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