Ana Scott Email & Phone Number

My aim is to provide individuals and businesses with complete, comprehensive Financial Planning and Wealth Management Solutions. With Momentum I can partner with my clients, helping them to achieve and stay on the road to financial wellness. WHY IT WORKS: When you partner with Momentum you get the most efficient, effective and affordable products and services that individuals and business owners are looking for.The services that we offer are:• Risk Cover (Death, Disability, Income Protection and Severe Illness)• Retirement Planning• Savings and Investments (both Local and Offshore)• Education Planning (Future cost of schooling)• Business Assurance (Buy & Sell, Key-person, Contingent liability) • Employee Benefits (Pension and Provident funds)• Funeral Plans• Medical Aid and Medical Insurance• Wills and Estate PlanningWHY CLIENTS CHOOSE ME: I bring the right knowledge, expertise and guidance to the table to identify and assist you or your business in achieving your specific financial and investment goals. By partnering with a registered financial planner, you’ll ensure long-term commitment to your financial objectives as well as continuity to safeguard your financial plan. HOW IT WORKS: At Momentum, we know your time is money, so our process is simple and streamlined. For any advice or insight into how I can assist you or your business in managing your financial assets effectively, contact me today and we’ll start your journey to financial wellness.

Listed skills include Toastmasters International, Leader, Financial Planning, Investments, and 22 others.