Consult 'RISE Beyond' campaign May winner announced

Consult has been instrumental in helping us Rise Beyond and redefine success in our business journey. With over 40 years of combined industry knowledge, our Short-Term Insurance division opened its doors on March 27, 2020, amidst the challenges of the COVID lockdown in RSA, under the Momentum Financial Planning franchise umbrella.

Initially established to assist existing clients with their short-term insurance portfolios, our journey has since evolved into something far greater. Through our affiliation with Consult by Momentum, we've not only expanded our service offerings to provide diversified options, but have also emerged as specialists in risk management and insurance solutions, and were able to grow our business far above expectations. This transformative partnership marks the beginning of a new era in service delivery.

Consult empowers us to offer existing life and investment business owners, advisers, and franchises the opportunity to ring-fence their clients' needs. By providing specialised short-term insurance advice, products, and risk management solutions, we enable our partners to enrich their service offerings and expand their revenue streams.

The comprehensive suite of technological advancements, insurance products and tailored risk management strategies equips us to address our clients' diverse needs comprehensively, ensuring complete protection and peace of mind. Furthermore, through our partnership model, advisers can cultivate a sustainable recurring income stream, nurturing long-term client relationships and maximizing lifetime value.

Guided by our vision to become the foremost leaders in the short-term insurance sector, we are committed to maintaining a harmonious balance between risk management and risk transfer. Our dedication to delivering personalised, expert, and reliable short-term insurance guidance, alongside premier risk management solutions and products, underscores our unwavering commitment to our valued clients.

With Consult's support, we are poised to differentiate ourselves in the market, deepen client trust, and solidify our position as trusted financial partners. Together, we are paving the way for mutual success, empowering us to thrive in a competitive landscape while delivering exceptional value to our clients. Our ongoing efforts to cultivate robust networks and foster collaborative partnerships with stakeholders further reinforce our commitment to excellence and innovation.