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Middelburg Financial Wellness Practice

Middelburg Financial Wellness Practice

In partnership with Momentum Financial Planning.


A Momentum Financial Wellness Practice is a dynamic, entrepreneur-led business, attracting both experienced and new financial advisers who are passionate about building long-term client relationships and guiding clients to holistic financial wellness. Every aspect of financial advice and planning is supported through the Practice and the deep backing provided by Momentum as a leading insurance brand ensures competitive remuneration and personal and business growth. Using Momentum’s unique financial wellness framework, a comprehensive and persuasive platform with best-of-breed products, you will build long-term relationships with your clients and guide them to financial wellness at every stage of their lives.

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Having the difficult estate planning conversation with your family
Many families avoid talking about life insurance and estate planning. This is an opportunity to explain your decisions, so that no one feels hurt due to a misunderstanding.
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Save on your premiums!
Every little bit helps. Please speak to us to make sure you’re not paying too much for your insurance, medical aid, life insurance, or other money products.
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Are you financially fit?
Take this quick quiz and find out.
Factoid
Your pet can receive your life insurance payout
Is this true or false?
Factoid
There’s an insurance policy for death by excessive laughter at a movie theatre*
Is this true or false?
Factoid
The Apollo 11 Astronauts used their autograph as life insurance*
Is this true or false?
Other
Momentum Car and Home Insurance - Safety Alert
Move to Momentum car and home insurance and get great safety benefits like Safety Alert free for you and your loved one.
Factoid
You can buy alien abduction insurance in the U.S.*
Is this true or false?
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Has your financial position changed?
Use this checklist to find out if you have all your financial bases covered.
Tips
It’s illegal to leave your life insurance payout to your pet
Here’s some tips to ensure that your life insurance goes where it’s meant to.
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Is it time to change the amount of your life cover?
Even if your life insurance increases each year, you should review the amount of cover at these key moments.
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Pay less for your medical aid
But make sure you still get the cover you need.
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The Momentum insurance checklist
Being over-insured is as bad as being under-insured. Make sure you have the right cover for you. Discuss your needs with a Momentum Money Coach.
Factoid
An insurance company offered a cash reward to anyone who could capture Big Foot
Is this true or false?

© 2026 Momentum Financial Planning | ©2026 Momentum is a part of Momentum Metropolian Life Limited, an authorised financial services and registered credit provider