Lamula Mncube
Financial Planner at Succession Financial Planning
Based in Durban, South Africa
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Seniority
Staff
Department
Finance & Accounting
Location
Durban
Industry
Insurance
Company size
332
Contact information
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l•••••••@sfpadvice.co.za
Phone
5 credits+27 ••• •••• ••••
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Background
About Lamula Mncube
Any time is the right time to hire a financial adviser. If you have questions about how to achieve your financial goals, want to leverage expertise to grow your wealth or save for retirement – we can assist you. SIGNS YOU NEED A FINANCIAL PLANNER You can benefit from these services if you: • Don’t have a Will • Want to grow your money • Need tax planning assistance • Want to save for retirement or your child’s education BRIEFLY My goal is to make your financial goals a reality through strategies backed by industry leaders. At Momentum Consult, we push the boundaries of wealth management to deliver the best results. WHO I SERVE Our services cover the needs of both businesses and individuals, regardless of the size or extent of the assets involved. Our products and services are tailored to empower our clients to manage and enhance their lifetime financial wellness. My services: • Financial planning for individuals and businesses • Investments • Wealth management • Employee Benefits • Car and home insurance • Commercial short-term insurance • Stockbroking • Estate planning, wills and trusts**Services not regulated by the Financial Sector Conduct Authority (FSCA) WHY AM I DIFFERENT? Why aim for bronze when we can help you get the gold? At Momentum Consult, we don’t believe in settling for less – we think outside the box, developing new & innovative approaches to financial wellness. Our clients aren’t just a number to be sold a product right off the shelf – each strategic solution is designed to suit your needs, meet your goals & exceed your expectations. CONNECT WITH ME IF YOU NEED A FINANCIAL ADVISER WHO: • Builds client relationships on trust, expertise & results. • Abides by industry laws and regulations. • Will ensure that all your private & business information is secure & confidential. • Ensures clients are empowered to make informed decisions.
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