Chané Ankiewicz Momentum Financial Advisor

Chané Ankiewicz Momentum Financial Advisor Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Chané Ankiewicz Momentum Financial Advisor, Business service, 40 Merz Street, Heidelberg.

I am here to help you on your financial journey, to create your legacy, to protect your assets and guide you through the financial decisions you have to make | Supported by an experienced team of financial advisors.

03/06/2022

One of the most important things to do to ensure financial success is to set clear goals and have a plan to chase them.
Make sure you have a financial planner to help you.

"What got you here, won't get you there" - Unknown

One of the most important steps in ensuring your financial success, is to set clear goals and have a plan to chase them....
03/06/2022

One of the most important steps in ensuring your financial success, is to set clear goals and have a plan to chase them.
Make sure you have a financial planner to journey with you.


"What got you here, won't get you there" - Unknown

Do you know what will happen to your estate when you pass away? ...
14/04/2022

Do you know what will happen to your estate when you pass away?

By planning your estate, you are structuring your finances and assets in a way that minimises estate duty, ensures that there is sufficient liquidity to meet your estate's fianacial obligations upon death and makes sure that any inheritances are sufficiently distributed or protected for your younger beneficiaries.

Reach out to me to do your planning before it is too late.

With the right financial planning I can help ensure that there will be enough money in your estate to execute your will as you intended. Could I set an appointment to discuss this with you?

"I often get the question: “What is the best investment to make?”The fact is that most people invest at the wrong time. ...
08/04/2022

"I often get the question: “What is the best investment to make?”
The fact is that most people invest at the wrong time. There are 3 things that need to be in place before we start investing.
Let me know so that I can assist in getting your financial plan on track. Then we can start investing and building wealth!"

Surviving a critical illness could very well end up becoming one of your biggest expenses. None of us like to think abou...
01/04/2022

Surviving a critical illness could very well end up becoming one of your biggest expenses. None of us like to think about contracting a critical illness, however, the statistics speak for themself.

It is more than likely that someone you know has been diagnosed with a critical illness, yet we never think that it will happen to us. The expenses involved in the treatment of critical illnesses can end up being more than most people earn annually. Therefore, it is vital to make sure that you and your family are protected in such an event.

Did you know that the Myriad Complete Critical Illness benefit automatically covers your children from birth until they are 18 years old, for no extra premiums. This benefit amount equals 10% of the parents' benefit amount and is limited to R250 000 per insured parent.

Get in touch with me today, to ensure that you and your family will always be taken care of, no matter what lies ahead.

Even in this day and age, many people in the country do not have a legally valid will when they pass away. This means th...
30/03/2022

Even in this day and age, many people in the country do not have a legally valid will when they pass away. This means that in the eyes of the law, this person passes away 'intestate'. Intestate means you cannot choose what happens to your assets.

A will ensures that your assets and personal possessions are divided up among those individuals you would like to inherit them. It is very important to note that if you don't have a will, your last wishes may not be respected.

Our estate provider benefit provides you with the drafting of a valid will, the safe keeping of that will and it ensures that the costs that arise from your will be covered.

Get in touch with me so we can guarantee that your last wishes will be met, and that your loved ones are taken care of.

18/03/2022

Under new Momentum rules, you can apply for life cover. Find out if you qualify.

The best day to start saving was yesterday, the second best day? Today.
16/03/2022

The best day to start saving was yesterday, the second best day? Today.

Roné Swanepoel, Business Development Manager at Morningstar Investment Management SA, provides insights about saving early and how compound interest and the rule of 72 work.

Make sure you use your money in the most efficient way. Contact me if you want to save on your premiums.
11/03/2022

Make sure you use your money in the most efficient way.
Contact me if you want to save on your premiums.

Every little bit helps. Please speak to us to make sure you’re not paying too much for your insurance, medical aid, life insurance, or other money products.

Die vermoë om 'n inkomste te verdien is jou grootste bate. Maak seker jy beskerm jouself en jou geliefdes.
22/02/2022

Die vermoë om 'n inkomste te verdien is jou grootste bate. Maak seker jy beskerm jouself en jou geliefdes.

If you’re employed, the chances are that you get retirement and insurance benefits along with your salary.

Address

40 Merz Street
Heidelberg
1441

Telephone

+27790580650

Website

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