Advice Round table Episode 1

Human-centered planning in a tech-driven world

In this episode of the Mind Shift Podcast, host Tony sits down with Aldert Brink, CEO of Momentum Financial Planning, and Sonja, Strategic Head of Financial Planning and Advice, to explore the transformation of financial advice in South Africa. The conversation offers an inside look at how Momentum is reshaping the profession—from traditional sales models to advice-led, client-centric planning built on purpose, empathy, and outcomes.

Aldert outlines how Momentum Financial Planning stands as the bridge between product houses and real client needs—offering not just financial products, but life-changing advice. He describes today’s advisor as a guide and coach—someone who brings both technical knowledge and emotional intelligence to the table. Success, in their view, is no longer defined by sales but by a client's holistic financial wellbeing, supported through what Momentum calls “Life Maps.”

Sonja provides a compelling vision for the future of advice, one rooted in behavioural insight, AI integration, and outcome-based solutions. She explains how advisors are now being trained not only in financial expertise but in human understanding—supported by behavioural profiles, data-driven tools, and compliance built into their processes.

Momentum’s approach is about more than money—it's about helping clients navigate their lives with confidence, empathy, and intelligence. For professionals in the financial services industry or anyone seeking deeper, more meaningful financial guidance, this episode will inspire a new way of thinking about advice.

Highlights