Grant Lockyear Momentum Financial Planning

Grant Lockyear Momentum Financial Planning

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If you are travelling this holiday, please be safe. have a fantastic Festive Season and a most awesome New Year....

Market related news, product solutions and other information relevant to the Financial planning Process. I am an accredited Financial Planner at Momentum’s Financial Planning division.

I am a BCom graduate with over 16 years experience in the financial services industry. I believe that Financial Planners should be knowledgeable and competent in their profession in order to assist the client with honesty and integrity. One critical aspect in a person’s life is financial freedom and stability. Therefore financial planning is a means that should be accessible to everyone. My specia

Operating as usual

The roles of people mentioned in your will 21/10/2021

The roles of people mentioned in your will

The roles of people mentioned in your will It is important to ensure that the people you nominate are appropriate for your estate plan.

Choosing a living annuity: Here’s what you need to know 19/10/2021

Choosing a living annuity: Here’s what you need to know

Choosing a living annuity: Here’s what you need to know Before purchasing a living annuity, it is important to fully understand what you are signing up for.

Severe illness cover: Your questions answered 14/10/2021

Severe illness cover: Your questions answered

Severe illness cover: Your questions answered Products are now more comprehensive, increasingly complex, and somewhat difficult for the layperson to understand.

Health 12/10/2021

Health

Health By Kerry Vermeulen, Healthcare adviser at Alexander Forbes Health. South Africa is entering medical aid 'open season', where members can change their specific option. It is opportune to consider your requirements and benefits, rather than simply remain on the same plan for lack of an in-depth under

Momentum to freeze medical aid contribution hikes until September 2022 | Fin24 28/09/2021

Momentum to freeze medical aid contribution hikes until September 2022 | Fin24

Momentum to freeze medical aid contribution hikes until September 2022 | Fin24 Momentum Medical Scheme will only increase contributions in September 2022 by 6% on average, which will effectively translate to a 2% increase for the year.

Vaccination works, Momentum’s death claims data shows - Moonstone 27/09/2021

Vaccination works, Momentum’s death claims data shows - Moonstone

Vaccination works, Momentum’s death claims data shows - Moonstone Unvaccinated people are significantly more at risk of severe illness and death than those who are fully vaccinated against Covid-19, death claims data from Momentum Life Insurance has shown. Stephen van Niekerk, head of Momentum Life Insurance, said its analysis of Momentum’s Covid-19 death claims...

Are you ready for retirement? 20/09/2021

Are you ready for retirement?

Are you ready for retirement? Some prudent planners will say that if you have to ask that question, you may very well not be ready for retirement.

5 things you may not know about Estate Planning 08/09/2021

5 things you may not know about Estate Planning

5 things you may not know about Estate Planning Estate Planning will secure the financial future of your family when you no longer can Did you know

Why you should continuously review your risk cover and agreements 03/09/2021

Why you should continuously review your risk cover and agreements

Why you should continuously review your risk cover and agreements Legal mistakes can cost you significant amounts of money in the future.

The role of long-term insurance through your lifetime 02/09/2021

The role of long-term insurance through your lifetime

The role of long-term insurance through your lifetime How various long-term insurance products can be used in each life stage to achieve optimal results.

The new home of Momentum Investments - Blue Chip Digital 02/09/2021

The new home of Momentum Investments - Blue Chip Digital

The new home of Momentum Investments - Blue Chip Digital Fränzo Friedrich, Head of Marketing, describes the new Momentum Investments website, which contains a wealth of information that will help financial advisers, individuals and businesses navigate the world of investing, and help them make smarter choices.

BUSINESS MAVERICK 168: Silver linings: South Africa’s economy more resilient than SA Reserve Bank expected 30/08/2021

BUSINESS MAVERICK 168: Silver linings: South Africa’s economy more resilient than SA Reserve Bank expected

BUSINESS MAVERICK 168: Silver linings: South Africa’s economy more resilient than SA Reserve Bank expected The good news is that there are some silver linings in the South African economy’s Covid-19 storm clouds. But as SA Reserve Bank Deputy Governor Kuben Naidoo warns, it will take years for the economy to recover fully. Our record low interest rate won’t last.

Anti-vaxxers should 'rethink their decision 10 times' - Momentum Life CEO | Fin24 30/08/2021

Anti-vaxxers should 'rethink their decision 10 times' - Momentum Life CEO | Fin24

Anti-vaxxers should 'rethink their decision 10 times' - Momentum Life CEO | Fin24 Momentum Life CEO Johan le Roux says there's more than enough information available on how Covid-19 vaccines can save lives; therefore, there's no reason for people not to vaccinate.

The new home of Momentum Investments - Blue Chip Digital 17/08/2021

The new home of Momentum Investments - Blue Chip Digital

The new home of Momentum Investments - Blue Chip Digital We’re proud to share the new Momentum Investments website with you. With user journeys for financial advisers, individuals and businesses, we have great new experiences and exciting content for our partners, clients and stakeholders.

Need for disability income protection increases substantially after Covid - Moonstone 17/08/2021

Need for disability income protection increases substantially after Covid - Moonstone

Need for disability income protection increases substantially after Covid - Moonstone The pandemic has highlighted the financial vulnerability of people living in South Africa. Amidst a lagging vaccination programme and a resurgent third wave of infections, it is clear that the catchphrase ‘it won’t happen to me’ no longer carries the same confidence it once held, particularly ...

01/04/2021

How to spot pyramid and Ponzi scheme red flags | Northern Natal News

How to spot pyramid and Ponzi scheme red flags | Northern Natal News Be wary of any get-rich-quick schemes, or risk crying with your head in your hands later on.

FSCA issues second crypto health warning | Moonstone 24/03/2021

FSCA issues second crypto health warning | Moonstone

FSCA issues second crypto health warning | Moonstone FSCA issues second crypto health warning By Janine Geldenhuys on 23 March 2021 0 In a recent press release the Financial Sector Conduct Authority (FSCA) notes its concern with the increasing volume of crypto assets (cryptos) related losses suffered by financial consumers in the past months and urges...

Tax-free savings - the only 'free lunch' in the world of investing 10/03/2021

Tax-free savings - the only 'free lunch' in the world of investing

Tax-free savings - the only 'free lunch' in the world of investing Candice Paine of PR Financial Services evaluates the benefits of tax-free savings. The longer you save, the bigger the tax saving', says Paine.

The difference between compulsory and discretionary investments – and why you need both 17/02/2021

The difference between compulsory and discretionary investments – and why you need both

The difference between compulsory and discretionary investments – and why you need both The alarming fact is that a third of working South Africans do not have any retirement savings at all. Also, only eight per cent will have saved enough to live on three-quarters of their salary once they have retired.

How the T-Day retirement reforms could affect you 17/02/2021

How the T-Day retirement reforms could affect you

How the T-Day retirement reforms could affect you A number of retirement fund rule reforms will come into effect on 1 March 2021, also known as T-Day. These new rules will not only standardise the way in which benefits can be accessed across different funds at retirement but will also facilitate the phasing out of emigration for purposes of exchang...

Saving for retirement in your 40s: you can’t put it off any longer - BizNews.com 16/02/2021

Saving for retirement in your 40s: you can’t put it off any longer - BizNews.com

Saving for retirement in your 40s: you can’t put it off any longer - BizNews.com Retirement is a little closer than it was in your earlier years and your 40s are also meant to be your best earning years, says Nirdev Desai.

dailymaverick.co.za 08/12/2020

Business Maverick: S. Africa Exits Longest Recession Since 1992 With GDP Bounce

dailymaverick.co.za (Bloomberg) --South Africa came out of its longest recession in 28 years as the economy rebounded more than projected in the third quarter when most of the curbs to contain the spread of the coronavirus were eased.

businesstech.co.za 25/11/2020

Momentum points to new business trends over the past quarter

businesstech.co.za Financial services company Momentum Metropolitan on Tuesday (24 November), showed signs of ‘recovery’ in an operational update for the three months ended September 2020.

moneyweb.co.za 23/11/2020

Gap cover: A financial essential

moneyweb.co.za Even with comprehensive medical aid benefits.

moneymarketing.co.za 06/11/2020

If there is a market downturn, a structured product will provide valuable capital protection

moneymarketing.co.za Structured products are a niche set of solutions for investors seeking high-returns

sowetanlive.co.za 04/11/2020

Momentum Medical Scheme provides certainty in uncertain times

sowetanlive.co.za SPONSORED | The HealthSaver solution allows members of scheme to fund their contributions from their HealthSaver accounts

pressportal.co.za 14/10/2020

Gap cover a financial essential even with comprehensive medical aid benefits

pressportal.co.za Cancer, confinement and musculoskeletal conditions are leading claims causes in the gap cover market and the shortfalls are rising The growing quantum of gap claims values are showing a marked increase in the shortfalls between what medical schemes pay versus what healthcare providers charge for in-...

moneyweb.co.za 06/10/2020

Dread disease cover: How does it work, and do you need it?

moneyweb.co.za If there's a family history of a specific illness you're concerned about, check the fine print.

businesstech.co.za 29/09/2020

Momentum Medical Scheme reveals annual increase for 2021

businesstech.co.za Momentum Medical Scheme, the third largest open medical aid scheme in South Africa, has announced a weighted average annual contribution increase of 3.9% for 2021.

fanews.co.za 23/09/2020

Momentum Medical Scheme provides certainty in uncertain times with an annual weighted increase of 3.9%

fanews.co.za Momentum Medical Scheme has announced a weighted average annual contribution increase of 3.9% for 2021.

moneyweb.co.za 04/09/2020

Prescribed assets not necessarily a train wreck

moneyweb.co.za Scraping away emotional arguments reveals few changes in investment options, for now.

businesslive.co.za 26/08/2020

Indicator of economic growth lifts for first time in three months

businesslive.co.za Seven of the nine components improved in June

sabcnews.com 17/08/2020

Business Confidence Index shows slight recovery: SACCI - SABC News - Breaking news, special reports, world, business, sport coverage of all South African current events. Africa's news leader.

sabcnews.com There has been some improvement in sentiment amongst South African businesses. The South African Chamber of Commerce and Industry (SACCI) Business Confidence Index shows a slight recovery at 82.8 in July from 81.4 in June.

news24.com 13/08/2020

Six things to consider before changing your medical aid cover | Citypress

news24.com The Covid-19 coronavirus pandemic has brought a lot of uncertainty over the past few months, with some people having experienced retrenchments, salary cuts and unexpected expenses associated with the cost of being home more than usual.

moneymarketing.co.za 03/08/2020

How to avoid leaving a legacy of financial burden - MoneyMarketing

moneymarketing.co.za Reading Time: 3 minutes When it comes to passing away, many South Africans don’t have enough money in their estate to cover critical expenses such as executor’s fees, the costs of transferring any fixed property or motor vehicles to beneficiaries, taxes, existing debt, sworn appraiser’s valuat...

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Unit 13, Fairview Office Park, First Street
George
6529

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Tuesday 08:00 - 17:00
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Other Financial Planning in George (show all)
PPS Consultant PPS Consultant
98 Meade Street
George, 6530

My name is Hennie Gouws, I specialize in Financial Planning, Insurance and Investments for Professionals. Protect your income earning ability and share in the profits of PPS. Your PPS contact in the Garden Route.

Peter Ceruti - Momentum Financial Planner Peter Ceruti - Momentum Financial Planner
George, 6530

With 18 years experience as a professional financial planner, my goal is to create financial peace of mind for my clients through integrity and valued principals. Sustainable wealth with a solid base to protect your financial legacy is my main aim.

Ross McMillan - Momentum Financial Planning Ross McMillan - Momentum Financial Planning
George, 6530

Helping people to manage their long-term spend on financial products and ensure their financial security.

Garden Route Life & Investment Brokers Garden Route Life & Investment Brokers
99 Merriman Street
George, 6529

Life Insurance, Investments, Buy and Sell Agreements, Business Assurance, Income Protection, Employee Benefits.

NIFLAS NIFLAS
George, 6529

NIFLAS is a diversified financial services and business opportunity company anchored in George in the Southern Cape of South Africa.

Fynbos Wealth BlueStar Fynbos Wealth BlueStar
Ground Floor, 72 York Street
George, 6529

We make a difference throughout your life by providing professional and holistic financial advice.

Masthead Financial Planning Masthead Financial Planning
Bateleur Park, C/O Cradock & Cathedral Streets
George, 6529

Specialist in the following: Life Insurance Investments Short-Term Insurance (Personal and Business) Medical Schemes Employer Fund Benefits.

The One Financial Solution The One Financial Solution
22 Wellington Street
George, 6529

The One offers clients a one stop solution by providing services in Life insurance, Business insurance, Short term insurance, Medical Aids, Tax and Wills