Stefan Schoeman
Financial Advisor at 1.618 Advisory Services
Based in Polokwane, South Africa
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Seniority
Staff
Department
Finance & Accounting
Location
Polokwane
Industry
Financial Services
Company size
224
Contact information
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s•••••••@1618financialservices.co.za
Phone
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Background
About Stefan Schoeman
What I do: As a financial advisor for Momentum, I utilize my expertise and insight to guide individual clients and businesses to achieving their financial goals. From insurance and wealth management to strategic investment advice, I’m dedicated to achieving optimal financial protection and growth for my clients. Who I work with: Through our comprehensive and innovative range of insurance and financial services, I assist businesses and private individuals seeking to achieve optimal returns. By customizing out approach to the needs of each client and prioritizing their financial wellness, I am able to deliver optimal results to businesses as well as retirees, sole proprietors and high net-worth individuals. Why it works: At Momentum Financial Planning, our focus is on providing expert financial planning and advice support services to both individuals and businesses. Individual financial planning services: • Financial Planning for investments, estate planning healthcare and Insurance. • Estate Planning and trust services • Life cover and Short term insurance Business Financial Planning services: • Financial Planning for businesses, including insurance for individuals, contingent liability insurance, buy and sell purchases. • Business succession planning • Commercial Short term insurance Why 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 in managing your financial assets effectively, contact me today and we’ll start your journey to financial wellness. MOMENTUM 2020 AQUILO PLATINUM QUALIFIER Connect with me: • Directly on LinkedIn or 0793822867
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