Investment Moments
We discuss all things investments with financial experts to present you with insights that you can discuss with your clients to help them achieve their goals.
Episodes
Tuesday Apr 06, 2021
Guaranteed solutions and financial planning
Tuesday Apr 06, 2021
Tuesday Apr 06, 2021
Andre Geldenhuys, financial adviser at Momentum Consult, explains how guaranteed solutions help mitigate risks by not being exposed to market volatilities.
Tuesday Mar 09, 2021
More about annuities
Tuesday Mar 09, 2021
Tuesday Mar 09, 2021
Krishna Kanjee, product specialist: income & structured solutions, gives her insights about Momentum Investments voluntary and compulsory annuities offering.
Friday Feb 26, 2021
Living versus life annuities
Friday Feb 26, 2021
Friday Feb 26, 2021
Elri Pienaar, manager: income & structured solutions, unpacks the difference between a RA and a life annuity and how It's always a personal choice.
Thursday Feb 11, 2021
Annuities. The basics.
Thursday Feb 11, 2021
Thursday Feb 11, 2021
Elri Pienaar, manager: income & structured solutions, explains that it's essential for advisers to look at the entire profile of the client as there's no cookie-cutter solution.
Wednesday Feb 10, 2021
Guaranteed solutions
Wednesday Feb 10, 2021
Wednesday Feb 10, 2021
Martin Riekert, executive head of retail investments, explains how financial advisers could best advise on a structured or guaranteed investment product that is most appropriate for their clients to reach their investment outcomes.