EMPOWERING YOU

to make intelligent financial choices that suit your lifestyle

Hazel Glajchen

Certified Financial Planner®

Ryan Israelstam

Financial Planner

No journey is ever as easy as it seems on paper. The moment we start, we begin to encounter delays, distractions and hurdles that are unique to us - that’s part of what makes our journey distinctive. For this reason, it makes complete sense to have a team supporting us on our journey.

We believe that this is intrinsically true to our journey with our wealth - both in its creation and in its protection. The value is not always in the choices you make, but rather in the journey you take to making those decisions and the quality of the advice that helps you decide.

Our team is positioned to provide you with excellent, unparalleled financial advice and fiduciary services. Under the leadership of Hazel Glajchen, we have been providing qualified and experienced financial services for three decades.

This is not a numbers-business for us, it is, and always has been, about people. It’s about staying for that extra cup of coffee, making another phone call, and paying extra attention to what our clients value, establishing long and fruitful relationships.

From this place of trust and confidence we can work with you to make intelligent financial choices that suit your lifestyle and ensure your financial well-being; helping you live the life you would love to live.

By consistently going the extra mile, we have created successful, individualised portfolios and built an ardent, substantial client base. Without compromise, we hope to earn your confidence and continued business.

We take pride in the level of advice and service that we provide our clients.

OUR PROCESS

explore | create | choose

EXPLORING YOUR NEEDS

Many advisors begin and end with the product, your financial plan begins and ends with you.

CREATE CHOICES

Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.

CHOOSE

With a clear understanding of who you are, and what you want, you can make powerful and informed choices.

REVIEW AND ENHANCE

Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.

ALWAYS IN THE KNOW

Empowering you to create
the choices you need to make.

OUR OFFERING

Helping you choose the right products to create a portfolio that will fit the life you want to plan

RECOMMENDED BY

hear it from our clients

I have been a client of Hazel Glajchen for well over a decade,and regard her not only as an exceptional financial planner,but as a friend.During the period of our association,the depth of research that she has put into,not only, my portfolio,but also the much wider national and international investment climate,has been exceptional.The success of her practice has been helped by the high quality of all her associates.All of them imbued with the same level of enthusiasm in ensuring that the customers requirements, and expectations are dealt with in a professional and personal manner.

I would have no hesitation in recommending Hazel practice to anyone who wishes to place their funds in the hands of this expert team.

Harry Meyer

We have been with Hazel and Team for years now. We receive constant updates and excellent feedback within 24 hours of any query. I know the financial advice I receive is for my benefit as sometimes I'm advised to leave out some investments even though the team will lose out on commission, I love that. I've built a great relationship with Lisa Mervis that extends beyond a working relationship and will continue to use their services for a long time.

Naadhira Gutta

We have been clients of Momentum with Hazel for the last almost 20 years and there is no way that we would change our financial advisor. The team are thoroughly professional and handle all the clients as very important individuals and more importantly as friend. The team takes great personal interest in us as clients and this creates the most outstanding relationship. Hazel and the team are also on top of my understanding of what I require for my eventual retirement and make the appropriate recommendations for investments and insurances, taking much of this anguish off my shoulders. We would never consider changing financial advisors.

Gordon & Lesley Cunningham

Hazel Glajchen, has been my financial advisor for over 25 years. She’s directed my family’s financial planning with thorough care, attention to detail and understanding. Acting on her advice, I have had good, consistent results. She’s assisted us in our retirement planning and our legacy planning. After my father passed-away she assisted with the preservation of his legacy for the duration of my mother’s lifetime (15 years). Our current investments will allow us to ensure that we’re able to retire worry free and we’ll be able to leave our families with an inheritance. Hazel has guided me through all the considerations and requirements for planning for our financial future, with the right advice, and knowledge. I unreservedly recommend her services, to anyone who requires careful, astute and effective financial planning.

Wendy Herr

Some 30 years ago a friend of mine recommended that I speak to Hazel regarding any Life Assurance cover I may have needed. The meeting was the start of a continuing financial journey covering Retirement Annuities, Critical Illness cover, and general investment advice. Over the years I have witnessed Hazel grow a team of financial professionals who I can confidently rely on to see me through my retirement years. A team dedicated to service delivery and going the extra mile in staying abreast of investment developments and opportunities as they arise.

Shane Meyer

Financial Advice that is tailored
to you and your choices.

CONTACT US

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Empowering you to make intelligent financial choices that suit your lifestyle