Newly appointed Momentum Financial Planning CEO Aldert Brink unpacks his vision to revolutionise financial advice for the good of the clients.
Given the growing significance of sound financial advice, Momentum Financial Planning (MFP) welcomed Aldert Brink as its new Chief Executive Officer. A man with a storied career in financial services, Brink brings with him a fresh perspective and a deep commitment to strengthening financial literacy through financial planning and advice.
“We may face many challenges in South Africa, but I firmly believe partnering with expert financial advisers can be powerful in unlocking our collective potential. My vision is to see financial literacy transform from an individual necessity into a national strength, empowering every citizen to build a secure and resilient future,” Brink said.
A vision for 2025: reshaping financial planning and advice
Deeply passionate about clients’ financial wellbeing, Brink believes in the power of advice to make a meaningful impact on individuals, households, and the nation.
“Financial planning isn’t just about numbers; it’s about wellness. Whether you’re healthy or facing challenges, professional financial advice helps ensure you have the resources to sustain your lifestyle. It supports your well-being at its core,” Brink explained.
His vision for 2025 centres on fostering an advice-led approach to financial planning, with a goal to significantly increase the number of clients actively engaging with personalised life plans.
He emphasises that small adjustments in financial planning can have profound impacts, particularly during times of adversity. “When life happens, financial planning and advice enable us to persevere. The last thing anyone should worry about during difficult times is financial security,” Brink said.
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Momentum Wealth is part of Momentum Investments and Momentum Group Limited. Momentum Wealth (Pty) Ltd is an authorised financial services provider (registration number 1995/008800/07, FSP number 657). Momentum Metropolitan Life Limited is an authorised financial services and credit provider (registration number 1904/002186/06, FSP number 6406).
Navigating challenges and leveraging opportunities
As Brink takes the helm, he acknowledges both challenges and opportunities on the horizon. Consumer behaviour is rapidly evolving, with clients becoming increasingly informed. “Today’s consumers are highly educated and well-researched. While the traditional role of the financial adviser as a custodian of information is changing, the value of human connection and personalised advice remains irreplaceable. Advisers are transforming into financial coaches, guiding clients through their financial journeys,” he noted.
Brink also sees significant potential in leveraging technology to enhance financial literacy. “Informed clients are the best clients. Platforms like Duolingo have revolutionised language learning; we can adopt similar approaches to gamify financial education and make microlearning accessible to all communities. Financial literacy doesn’t have to involve long courses—bite-sized, engaging content can make a huge difference,” he said.
The role of AI in the advice industry
Brink is optimistic about the transformative potential of artificial intelligence (AI) in financial services. “AI is reshaping how we do business, especially in an admin-intensive industry like ours. From cutting down paperwork to enhancing asset management, AI is already showing promise. However, its true value is still unfolding,” he said. While acknowledging the need for regulations to safeguard consumers, Brink highlighted the importance of maintaining trust in financial advice. “AI cannot replace human advisers; it’s about partnering with technology to deliver even greater value to clients.”
Fostering behavioural finance and client-centric feedback
One of Brink’s priorities is to integrate behavioural finance into MFP’s offerings. “Understanding client behaviour and attitude towards risk leads to better financial plans. We’ve conducted extensive research and are now launching a certified behavioural finance adviser category to address this need,” Brink shared.
He also intends to implement robust feedback mechanisms to measure success beyond financial metrics. “Client experience should be as important as sales. Transparent, client-centric feedback will ensure that our services remain relevant and impactful.”
Momentum’s distinctive edge
Under his leadership, Brink says Momentum Financial Planning will continue to align with the broader Momentum Group’s mission to build and protect their clients’ financial dreams. “We’re driven by a client-centric value proposition, offering competitive products and advice-led solutions. Our ability to provide comprehensive support gives clients confidence in our services,” he said.
Looking ahead, Brink’s dream is to see financial planning accessible to more South Africans across all communities. “Financial advice is so much more than financial security. It’s about peace of mind, too. By growing our advice force and embracing innovative education platforms, we can make financial literacy a reality for everyone,” Brink concluded.