Project Description

Clive Richards, as a Financial Planner aims to provide expert financial planning, budgeting and support services to individuals, young families, retirees and businesses.

Clive advises on the following:

  • Building Financial Wellness on a long term and sustainable basis.
  • Planning and managing Life, Death and Health benefits.
  • Advising and managing effective returns on Financial Investments.
  • Tax Advice and Estate Planning

At Momentum Financial Planning, our focus is on providing expert financial planning and advice support services to both individuals and businesses. We offer expert insight and are dedicated to developing and implementing strategic plans that deliver on your financial goals. From business services and insurance to individual financial plans, our processes are simple and streamlined while our services are tailored to each client’s exact needs.

Clive, as a Momentum advisor is committed to helping you fulfill your lifelong financial needs, by providing relevant and unique solutions to suit your budget and individual circumstances. He aims to build and maintain enduring relationships by providing transparent, simple and effective communication while guiding you on available options and ultimately assisting you on the journey to financial wellness.