Jeremy Park

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.

Take this quick quiz and find out.

You’ve dedicated your life to make sure your loved ones are taken care of. Don't leave them worrying about their finances because your estate was short of cash.

Use this checklist to find out if you have all your financial bases covered.

Your long-term wealth depends on the choices you make with each challenge you encounter as you move through life. Check how you are doing with this quiz.

But make sure you still get the cover you need.

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.

If you are married with kids, life is all about competing priorities. Between your demanding job, chauffeuring the kids and having a social life, there is not a lot of space to plan your financial present - never mind your future.

At this stage of life, you might feel pressure to not only provide financially for your children and your parents, but also to look towards your own future retirement and the financial legacy you’re likely to leave behind. It’s a lot to think about. It’s time to take stock and make sure that your money is working for you.

The joy of raising children comes with a large responsibility, especially when it comes to finances. Being a single parent means carefully balancing everyday needs with future goals – easier said than done in today’s economy!

Financial planning doesn’t end when you retire. It’s more important than ever to stay in control of your finances. Your retirement years are an opportunity to put your years of experience to good use and make the most of your accomplishments.

I’m passionate about small businesses – and truly believe that entrepreneurs and family businesses can change the face of our economy. Many of my clients are small business – and some started small but are now industry leaders.

It's hard to know where to start. There are so many choices from investments to insurances … not to mention crypto and forex trading. On top of it is all the information (and disinformation) on social media. It's no wonder that many young professionals haven't yet planned for their financial future.