Lisa Moonsami Email & Phone Number

☆ BRIEFLYI am an experienced Retail Specialist Consultant for Momentum. I’m focused on forming strong, long-term relationships with advisers, ensuring that they are well-informed on Momentum’s products and services, building a strong network to support and grow financial advisory practices.☆ WHAT DO I DOI assist IFAs’ to achieve their full potential to service the needs of their clients. I train advisers on new and existing Momentum product offerings, ensuring that they are able to grow their client base and meet client needs in line with Momentum’s focus on innovative, high-value financial advice.☆ WHAT WE OFFER REGISTERED FINANCIAL ADVISERSFor financial advisers, we offer the opportunity to start your own business on the foundation of our extensive financial services experience, sound business and individual financial planning knowledge, and a stable client base. The risks associated with starting your own business are high but by partnering with me and Momentum, you’re able to reap the rewards of running your own business while mitigating this risk and leveraging a stable, credible and reputable brand.The benefits include:• Commission administration• License and compliance management• Technology support• Advice software• Marketing and communication support• Education, through development programmes, designed to advance ongoing learning• Pricing advantages, available through being a part of a large organization• Legal and tax support• Specialized fiduciary services support• Stockbroking for your clients’ support• Wealth management methodology• Investment research and house views• Range of best-of-breed product providers and solutions• Practice management• Succession planning• Financial model• Business evaluation☆ CONNECT WITH MEReach out to me on LinkedIn, email me at lisa.moonsami@momentum.co.za, visit us online at https://www.momentum.co.za/for/partners/join-us.