FOCUSGrant's specialisation areas include estate planning, retirement planning and investment planning advice and solutions. He is also accredited to offer advice in business insurance, group benefit, and short-term insurance solutions
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Grant Lockyear is an accredited financial planner at Momentum's financial planning division. He is a BCom graduate with over 11 years experience in the financial services industry. He reckons financial planners should be knowledgeable and competent in their profession in order to assist the client with honesty and integrity.
At Momentum Financial Planning, we believe that one critical aspect in a person's life is financial freedom and stability. Grant says financial planning is a means that should be accessible to everyone.
|Minimum Levels of Premium/Investment accepted||Lump Sum: not specified
Recurring monthly: not specified
|Legal structure of employer||Listed Company|
|Number of staff||> 50|
|Indemnity insurance||Insurance: yes
Value: not specified