Consult is a prominent player in the Financial Services industry, founded in 2014. With the motto "Let's Journey Together," it has established itself as a widely respected financial planning and advisory business with substantial influence, boasting R30 billion in assets under advice. The company excels in providing comprehensive financial planning and advice solutions, as well as tailored investment management services to its clients and their businesses.
Consult takes pride in offering a diverse range of products from various providers, including major life, health, savings, investment, short-term, and employee benefit providers in South Africa. The company emphasizes complete objectivity in proposing suitable product solutions, ensuring the clients’ experience is tailored to their needs and preferences.
The team at Consult is a blend of seasoned industry veterans and qualified rising-star professionals, each equipped with extensive experience in financial planning and advice, wealth management, and product solution development and distribution. Their passion for financial advice is reflected in the company's culture, aligning with and investing in the financial success of their clients.
Momentum Consult operates as an Authorised Financial Services Provider (FSP 5503) and is a proud part of Momentum Metropolitan Holdings Limited. The company stands out for its national footprint and is well-positioned to further solidify its foothold in the financial services domain.