Trish Joubert

Background

About Trish Joubert

ABOUT ME In 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. I leverage my core competencies in problem-solving and financial analysis to simplify retirement planning by helping clients determine realistic objectives and understand investment strategies. I believe that financial planning is a carefully considered process of structuring and arranging your financial resources to meet your life goals to provide financial certainty and clarity on your current and future financial wellbeing. Clients and associates describe me as energetic and friendly, someone who delivers the highest level of client service while keeping their best interest at the heart. WHO I SERVE My aim is to deliver unique financial planning solutions and advice to clients seeking to achieve optimal returns. Our comprehensive range of services allows 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 DO At Momentum Consult, our focus is on providing expert financial planning and advice to both businesses and individuals. HOW I DO IT DIFFERENTLY 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 adviser, you’ll ensure long-term commitment to your financial objectives as well as continuity to safeguard your financial plan.