Advice round table episode two

Accountability, trust & strategy: Rethinking financial planning

In this second episode of the Mind Shift Podcast with Momentum Financial Planning, Tony sits down with Aldert Brink, CEO of the division, for an honest and heartfelt conversation on the real purpose of financial advice in modern South Africa.

Aldert reframes financial planning not as a product-driven activity, but as a deeply human one, comparing advisors to personal trainers who keep clients accountable through life's ups and downs. He shares emotional stories, including the sudden loss of a friend and the passing of his father, to illustrate how strong financial planning can provide peace and security during life’s most difficult moments.

Throughout the discussion, Aldert outlines Momentum’s strategic commitment to building a new generation of professional advisors. This includes the establishment of an internal Institute of Financial Planning, a support system of advice managers and product specialists, and tailored onboarding for three advisor categories: graduates, career changers, and experienced professionals. Momentum’s model empowers advisors with a “GP and specialist” system, ensuring no one has to be an expert in everything but can still deliver holistic, compliant, client-centered advice.

Listeners will also hear how Momentum collaborates with product providers to ensure solutions remain relevant, flexible, and client-driven, not pushed. With a strong recruitment drive and a focus on real advisor success, Momentum Financial Planning is redefining what excellence looks like in the advice landscape.

This episode is a must-listen for financial professionals, future advisors, and anyone interested in how empathy, structure, and strategy are coming together to reshape financial planning.

Highlights