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Short Term Insurance

COVID-19: Momentum Vehicle Insurance Premium Rebate

We realise that our clients are less exposed to vehicle accident risks during the national lockdown as a result of the Covid-19 pandemic and have therefore implemented additional measures to provide you with financial relief in very challenging circumstances.  In light of this we will be adding an additional relief measure in the form of… Continue reading COVID-19: Momentum Vehicle Insurance Premium Rebate

Financial Planning Jargon

Stop. Continue. Start.

Yes, we are experiencing a pandemic. For most of us it is the first of it sorts, and hopefully also the last. We know it is affecting each of us, as individuals, as families, groups, businesses. Worldwide, everyone is caught in the same situation and I believe the people who drive the economy will implement… Continue reading Stop. Continue. Start.

Financial Planning Jargon

Why a Financial Needs Analysis (FNA)?

A proper Financial Needs Analysis records a client’s goals and needs at a specific time, and provides a point of reference when the annual review of the client’s portfolio takes place. There is a skill involved in asking the right questions and understanding the client’s wishes and circumstances.

Financial Planning Jargon

Mapping out Economic Scenarios for Covid-19

How bad could it get and what is discounted by financial markets? At first, COVID-19 was largely downplayed by major governments around the globe to be only a regional epidemic. It has now, however, gripped the entire world’s attention, due to its rapid and exponential spread. According to the World Health Organisation (WHO), it took… Continue reading Mapping out Economic Scenarios for Covid-19

Short Term Insurance

Momentum Short Term Insurance – Covid-19 Questions

It has been a challenging 2 weeks for all South Africans, with the efforts to stop the spread of COVID-19 resulting in more severe measures being implemented, in particular the lockdown which will last from midnight on Thursday 26 March until midnight on Thursday 16 April 2020. We are fully supportive of the efforts taken… Continue reading Momentum Short Term Insurance – Covid-19 Questions