ZB
Zian B

1 reviews | Active since Aug 2014

20 Mar 2023, 10:57

Appreciation and Compliments: Paul Grobler (Momentum Financial Planning):

I am a Fiduciary Business Development Consultant at Momentum Trust and primarily assist our Financial Advisers with training and drafting of their clients' Wills. One of the Financial Advisers from Momentum Financial Planning, Mr Paul Grobler, truly stands out from those that I work with on a daily basis. Mr Grobler displays the characteristics of a hard working, diligent and professional individual. His financial planning knowledge and dedication towards assisting his clients is very inspirational and impressive. Mr Grobler believes in holistic financial planning and goes the extra mile to ensure that his clients and their families are taken care of. From a Momentum Trust and financial planning perspective, Mr Grobler ensures that his clients have sufficient liquidity in their estates to cover administration costs and further ensures that an executable Last Will and Testament is put in place for those clients. Keep up the good work Paul and we are proud to be part of your journey.

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Replies (1)
Momentum (SA)
Momentum (SA)'s reply20 Mar 2023, 11:44
Official
Dear Zian
Thank you for taking the time to provide us with your feedback.
We really value the feedback provided and shared your feedback with Paul as well as his direct Manager.
Kind regards
Mvdm