EC

EQ — Responses

Johannesburg · 17 Jul 2026 – 18 Jul 2026

29

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29

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17 Jul 10:11

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First NameSurnameEmail AddressMobile NumberWho manages the MFP models and Fund of funds?What's the MFP House view investment philosophy? Who is the Springbok coach?ConsentSubmitted
AmosNevondo amos.nevondo@momentum.co.za0736448599Investment Fund Managers What's the MFP House view investment philosophy? The MFP House View investment philosophy is Momentum Financial Planning’s (MFP) structured approach to wealth management, built on three core pillars: Objective – Clearly defining what the client wants to achieve (e.g., retirement income, capital preservation, wealth accumulation, education funding, or legacy planning). This is the “why” behind the investment. Time Horizon – Determining the period over which the objective must be achieved (short-term: 0-3 years, medium-term: 3-7 years, long-term: 7+ years). This is the “when.” Risk – Understanding how much uncertainty the client can handle, including market risk, inflation risk, behavioural risk, liquidity risk, and sequence risk. This is the “how much.” Key principles of the MFP philosophy: Every investment decision starts with the client’s objective, time horizon, and risk profile. Portfolios are constructed to align with these three pillars, ensuring investments are purpose-driven and not reactive to short-term market movements. Rassie Erasmus
Yes
17 Jul 2026 10:11
NkataMoloinkata.moloi@momentum.co.za0844259000Equilibrium Always use in house fundsRassie Erasmus
Yes
17 Jul 2026 10:01
MmanokoPhukubje Manoko.philistus@gmail.com0711365339Rupert GlessingMomentum's MFP philosophy is outcome-based. It is designed to navigate market disruptions while remaining focused on delivering specific, real-return client outcomes (such as beating inflation) over the long term. Cassie Erusmus
Yes
17 Jul 2026 09:59
YolandaDe Bruyn yolanda.debruyn@momentum.co.za0823773813Equilibrium Outcome based investments Rassie Erasmus
Yes
17 Jul 2026 09:56
MarionSissing Vlassakev Marion.sissing@momentum.co.za6710220131088Equilibrium Outcome basedEasier Erasmus
Yes
17 Jul 2026 09:53
Sabrina Mokoenaprecious.mokoena@momentum.co.za0661451146The MFP (Momentum Financial Planning) Models and Fund of Funds are managed by Equilibrium Investment Management (Pty) Ltd, which is Momentum’s discretionary investment management business. The MFP House View investment philosophy (commonly referring to a firm’s central investment outlook or “house view”) is built around investing with discipline, focusing on quality, sustainable growth, and risk management rather than trying to predict short-term market movements. Its four core principles are: * Discipline – Follow a consistent investment process and avoid emotional decisions. * Price – Don’t overpay for investments; buy assets at reasonable valuations. * Growth – Invest in companies that have sustainable long-term earnings growth. * Quality – Focus on financially strong companies with healthy balance sheets and good management. Rassie Erasmus
Yes
17 Jul 2026 09:52
MargieFouriemargie.fourie@momentum.co.za0834568900CurateOBIRassie
Yes
17 Jul 2026 09:47
Ana-MariaScottmortigal@gmail.com0828369000Equilibrium InvestOutcome basedRassie Erasmus
Yes
17 Jul 2026 09:40
SteveChowlessteve.chowles@momentum.co.za0829058451Equilibrium Outcome based investingRassie Erasmus
Yes
17 Jul 2026 09:38
MadalaMasekomadala.maseko@momentum.come.za0685149908EquilibriumOutcome based Solution sRaise Urusmas
Yes
17 Jul 2026 09:35
EdwardMadalanaedward.madalana@momentum.co.za0670294546EquilibriumOutcome based investingRassie Erusmas
Yes
17 Jul 2026 07:16
PeterKgapanepeter.kgapane@momentum.co.za0842003299Equilibrium Lifecycle PholosophyRasie erasmus
Yes
17 Jul 2026 07:13
RENIERVENTERrenier.venter@momentum.co.za0843178206Equilibrium Outcomes basedRassie Erasmus
Yes
17 Jul 2026 07:08
JustinMathebulajustin.mathebula@momentum.co.za0718713582Equilibrium OBIRassie Erasmus
Yes
17 Jul 2026 07:01
XhantiMlamlelixhanti.mlamleli@momentum.co.za0786838866Equilibrium Outcome based investorRassie Arusmus
Yes
17 Jul 2026 06:57
Mariusde Bruynmarius.debruyn@momentum.co.za0826517550EquilibriumOutcome basedRassie Erasmus
Yes
17 Jul 2026 06:54
SherriLayloosherri.layloo@momentum.co.za0792167315EQUILIBRIUMOutcomes based investingRassie Erasmus
Yes
17 Jul 2026 06:51
PaulGroblerpaul.grobler@momentum.co.za0844610563Equilibrium OBIRassie
Yes
17 Jul 2026 06:45
Lebo Letsedi lebo.letsedi@momentum.co.za0829366392Equilibrium Outcome based investing Rassie Erasmus
Yes
17 Jul 2026 06:41
Rishard Abrahamserishard.abrahamse@momentum.co.za0815704891Equilibrium Out comes based inveting Rassie Erasmus
Yes
17 Jul 2026 06:40
RivashneeSinghrivashnee.singh@momentum.co.za0626909985Equilibrium Outcomes basedRassi Erasmus
Yes
17 Jul 2026 06:39
RobWebberrob.webber@mentum.co.za0828094439CurateOutcome based Rassie Erasmus
Yes
17 Jul 2026 06:35
RichardWebberrichard.webber@momentum.co.za0768961250CurateOutcome based investment Rassie Erasmus
Yes
17 Jul 2026 06:35
KerstiStevensKersti.stevens@momentum.co.za0840168897Equilibrium Holistic investment ad a whole for both capital building and income provisionRassie Erusmus
Yes
17 Jul 2026 06:34
JJvan Wykjj.vanwyk@momentum.co.za0835490404Curate Outcome baseCassie Erasmus
Yes
17 Jul 2026 06:31
Richard Barnard Richard.Barnard@momentum.co.za0828756641Equilibrium Outcome based investmentingRasie Erasmus
Yes
17 Jul 2026 06:24
Craig CoetzerCraig.coetzer@momentum.co.za0788003044Equilibrium Outcome based investingCassie Erasmus
Yes
17 Jul 2026 06:21
Jennifer AnneMcEneryjenniferannetempest@gmail.com0761444023N/AN/AMe!
Yes
17 Jul 2026 05:40
OliviaDegenaarolivia@42communications.co.za0737352641--Rassie Erasmus
Yes
07 Jul 2026 10:57