Hugo Blom explores the shift from wealth accumulation to legacy building, outlining how focused planning, family governance, financial education and up-to-date estate documents can transform financial success into enduring, multi-generational family wealth aligned with Momentum’s Science of Success philosophy.
Not All Insurance is Created Equal! The founding partners of Cross Country Insurance Consultants realised this and set out to create an insurance product specifically for the 4×4 market.
The market’s recent festive cheer will have left many investors feeling upbeat. But don't allow yourself to be carried away by the market’s high spirits.