☛ BRIEFLYIn my role as financial adviser, I develop, strategise and implement customised financial planning and advice services that grow and protect the wealth of both individual and business clients.☛ WHO I SERVEMy aim is to deliver unique financial planning solutions and advice to clients seeking to achieve optimal returns. Our comprehensive range of services allow us to deliver optimal results to businesses as well as retirees, sole proprietors and high net-worth individuals – all with the same level of cutting-edge expertise and exceptional client service.☛ WHAT I DOAt Momentum Consult, our focus is on providing expert financial planning and advice to both businesses and individuals.Business financial planning services:• What you offer to businessesIndividual financial planning services: • What you offer to individuals☛ HOW I DO IT DIFFERENTLYI 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 adviser, you’ll ensure long-term commitment to your financial objectives as well as continuity to safeguard your financial plan. ☛ CONNECT WITH ME IF YOU NEED A FINANCIAL ADVISER WHO:• Prioritises client interests.• Adheres to the highest standards of professional competence.• Can be relied upon to hold all your private and business information securely, as privileged and confidential. • Will fully disclose of all facts necessary to ensure clients make informed decisions.• Will maintain a high standard of personal and professional conduct.• Will determine and recommend strategies and services solely to the benefit of the client.• Abides by all provisions of industry laws and regulations.
Momentum Consult (Pty) Ltd
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Franchise Principal And Financial AdviserMomentum Consult (Pty) Ltd Feb 2018 - PresentStrubenvale
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Financial PlannerNedbank Oct 2002 - Jan 2018
Frequently Asked Questions about Lucas Joubert
What company does Lucas Joubert work for?
Lucas Joubert works for Momentum Consult (Pty) Ltd
What is Lucas Joubert's role at the current company?
Lucas Joubert's current role is Franchise Principal | Growing & protecting your finances through a range of comprehensive financial planning solutions..
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Lucas Joubert
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Lucas Joubert
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