Financial adviser

[gjm]

I take care of my own finances and financial planning but to retain my Multiply reward level I need to go for an annual review with a Momentum accredited financial adviser. The adviser need to complete this Declaration of Financial Review and Product Coverage form: https://www.momentum.co.za/wps/wcm/...ba6ef/Broker+Declaration+Form.pdf?MOD=AJPERES

I do not actually need advice, I just need the signed form. However it is always good to review all financial affairs but I do not want to pay a lot of money for the advice or take out any new products. What is the best way to get this done? Is there something as an online financial adviser to whom I can just send all my info and ask them to complete the form?

 

[Diesal]

I can say that it's highly unlikely they are going to sign that without meeting you first, and more than likely, you need to have the FA appointed as your "broker" (i'm not sure though)