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Investment minimums

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Marc Desplace

I specialise in individual investment planning and advice, both in shorter terms savings goals, pre-retirement and retirement goals.

I also offer holistic estate planning with a focus on tax efficiency and optimisation, both locally and offshore .

I hold a Postgraduate Diploma in Financial Planning from the University of the Free State and am a registered CFP® professional and member of the Financial Planning Institute.

91 Forest Drive, Umhlanga Rocks, uMhlanga, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

078 XXX XXXX

marc.de********************o.za

Reveal contact details

Marc Desplace

I specialise in individual investment planning and advice, both in shorter terms savings goals, pre-retirement and retirement goals.

I also offer holistic estate planning with a focus on tax efficiency and optimisation, both locally and offshore .

I hold a Postgraduate Diploma in Financial Planning from the University of the Free State and am a registered CFP® professional and member of the Financial Planning Institute.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

91 Forest Drive, Umhlanga Rocks, uMhlanga, South Africa

Get directions

Contact details:

078 XXX XXXX

marc.de********************o.za

Reveal Contact Details

About

About Consult by Momentum – Umhlanga Rocks

Consult is a large and well-respected financial planning and advisory group.

We are passionate about partnering with our clients to achieve their financial goals.

Whatever your financial needs and aspirations, we can assist you in planning your unique journey.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help protecting you and your family and ensuring future financial support to your beneficiaries.

Get help ensuring your financial affairs are efficiently structured.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.