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| MEMBER SINCE | 2011 |
| Firm | Momentum Financial Planning |
| Suburb | Port Elizabeth |
| Address |
See Map |
| GPS | -25.6000, 33.9581 |
| FSP Licence | 6406 |
| Languages | English (in order of proficiency) |
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| Tel | 041 363 1063 |
| Cel | 27 (83) 463-5982 |
| Fax | 041 398 3510 |
| Website | www.momentum.co.za |
| Qualifications | |
| 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 solutionsOTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Momentum
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 |
| Remuneration | unknown |
| Legal structure of employer | Listed Company |
| Number of staff | > 50 |
| Indemnity insurance | Insurance: yes Value: not specified |
