PORT ELIZABETH FINANCIAL ADVISOR

Mr GRANT LOCKYEAR
Mr Grant Lockyear
MEMBER SINCE 2011
Firm Momentum Financial Planning
Suburb Port Elizabeth
Address
See Map
GPS -33.9581, 25.6000
FSP Licence 6406
Languages English (in order of proficiency)
Email
Tel 041 363 1063
Cel 083 463 5982
Fax 041 398 3510
Website www.momentum.co.za
Qualifications
SERVICES
Retirement
Investments
Estate Planning
Short-term insurance
Business Assurance
Group Schemes

FOCUS

Grant'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
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Companies through which more than 30% of income is derived:
Momentum

EXPERIENCE

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.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: not specified
Recurring monthly: not specified
Remuneration unknown
Legal structure of employer Listed Company
Number of staff > 50
Indemnity insurance Insurance: yes
Value: not specified
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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