Momentum Financial Planning

Financial 

Profile

Anton Roets – Momentum Financial Planning (BNI Ignite, White River)

Who we are
Momentum Financial Planning White River is your local gateway to one of South Africa’s most trusted financial-services brands. Led by Anton Roets, a seasoned Financial Manager and adviser, we combine world-class product depth with feet-on-the-ground personal service.

What we do
We create context-driven financial roadmaps that let individuals, families and owner-managed businesses:

• Protect earnings and assets with life, disability, and short-term cover
• Grow wealth through goal-aligned local and offshore investments
• Retire with confidence via structured pension and annuity strategies
• Optimise cash-flow and tax through holistic budgeting and risk reviews
• Leave a legacy with professionally drafted wills, trusts and estate plans

Why refer to us

• Backed by Momentum Group – a JSE-listed powerhouse serving 1.6 million clients and paying out R6.5 billion in life-claims last year Momentum
• Independent advice ethos: the plan is built around the client, not a product.
• Located in White River – instant access for Lowveld clients who prefer face-to-face guidance.
• Comprehensive rewards: clients can earn medical-aid, insurance and lifestyle cash-backs simply for engaging with healthy habits.

Ideal introductions

• Professionals or business owners aged 30 – 60 who have money in motion (marriage, new baby, business sale, inheritance, nearing retirement).
• SMEs wanting staff benefit packages that retain talent without breaking the bank.
• Families concerned about protecting wealth and providing for future generations.

Let’s connect
Anton Roets | 082 555 0749 | 57 St Andrews St, White River
“My passion is turning complex financial choices into clear, actionable steps. If your contact needs that clarity, introduce us—I’ll take it from there.”