Mark Cloete CFP

Mark is a Certified Financial Planner® and is mandated as a representative of Momentum Financial Planning – a division of Momentum Metropolitan Life, an authorized financial services provider (FSP 6406). We create a personalized retirement solution for you so you can retire without worrying about money.

What you need to know is that a financial product is not a financial plan. Most people end up with a product and miss out on huge benefits in retirement. People with a carefully constructed financial plan – not a product – retire wealthier than the ones who don’t have a plan.

Our RETIRE SMART SOLUTION© is a dynamic, 3-step solution to give you a cutting edge financial plan and ensure you retire wealthier than if you just had a product.