We are here to journey with you


Established in 2014, Consult is a large and well-respected financial planning and advisory group. We are passionate about partnering with our clients to achieve their financial goals. Whatever your financial needs and aspirations, we can assist you in planning your unique journey. Over the years we have evolved the way people interact with financial advice so that they see it as an ongoing journey and not an end destination. With our roots proudly anchored in the Momentum Metropolitan Group, our growth journey has seen our national footprint exceed 335 financial advisers and assets under advice go beyond R35 billion. 


Your success is our purpose

There is something unique about Consult. Our people and business processes are all aligned to ensure long-term success for our clients. We passionately believe in empowering our clients with objective financial advice and providing them with a living financial plan to guide them into the future. We listen, we stand by our advice and we always find new ways to help you achieve great things. As a client-inspired company, you can have peace of mind that we truly care about your financial wellbeing and that we always have your best interests at heart.  Our extensive range of reputable product providers empowers our financial advisers to offer truly objective advice so that you can protect your peace of mind, lifestyle, health and assets while growing your wealth. 

Our client promise


What we offer our clients

True partnership and professionalism at all times

Best advice enabled through world-class technology

A range of comprehensive solutions from multiple product providers

A living financial plan to guide all your financial decisions

Peace of mind for you and your family

The winning team behind your journey

Our executive management team members are all highly qualified and have extensive experience in financial planning and advice, wealth management and the development and distribution of product solutions. As proud advice ambassadors, they contribute greatly to the success of Consult, our stakeholders, our clients and our financial advisers:

  Hannes van den Berg

Chief Executive Officer since 2014 

 Esta Calitz

Head: Marketing and Client Experience since 2023

  Sonja Steyn

Head of Wealth Management Strategy since 2018

  Yvette de Lange

Head of Operations since 2024

  Marina Karstel

Human Capital partner since 2023

  Oswald Kuyler

Head of Short-term Insurance Solutions:
National since 2022

MC Theart

General Manager: 
Cape and Free State Regions since 2014

  Keith Naidoo

General Manager:
Central Region since 2019


Journey with us