Category : News Letters

Office closed for the Festive Season

Dear Client We would like to thank you for your continued support through 2018, and look forward to the year ahead!

Lower your marginal tax rate by contributing to a RA

Momentum financial planning does a comparative example of two individuals, one contributing to a retirement annuity, and the other who does not....worth the read,

Reap the benefits of a retirement annuity (RA)

RAs have proven to be beneficial savings vehicles for many clients, because it encourages disciplined savings with accompanying tax incentives as well as a number of other benefits: