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Our services

Our range of services provides comprehensive financial solutions. Through our various product houses, we help individuals and businesses alike, build, protect and grow their wealth.

Investment and Savings

Whether a client needs investment growth, income, or capital preservation, Momentum provides access to customised local and international investment and retirement solutions for individuals and businesses.

Estate planning,
Wills and trusts

Specialised estate planning services, incorporating holistic estate planning to help clients preserve their wealth in a tax-efficient manner.

Car and home insurance

Our car and home insurance provides cover for clients’ valuable possessions and assets through affordable insurance, offering protection when clients experiences loss or damage to their personal belongings.

Commercial short-term
insurance

Comprehensive business insurance to cover various industries for a range of possible damages or disruptions to business.

Life Insurance

Myriad, our market-leading insurance product, provides cover in the event of death, disability or critical illness.

Retirement planning

A range of investment products, designed to cater for clients’ retirement investment needs, managed by leading fund managers.

Medical aid

From preventative screenings to savings on contributions, our health solutions give clients affordable medical aid options, tailored to their needs.

Employee benefits

Our FundsAtWork solutions ensure income continuation for employees in the event of unforeseen life events, like disability, retirement, or death.

Momentum Multiply

Momentum’s pioneering Multiply wellness and rewards programme helps clients to make better life choices, both physically and financially.

Enjoy a world of benefits

Continuous learning and skills development are what keep our employees on top of their game. From the moment you graduate, our graduate programmes will give you the skills and expertise needed to take your career to the next level. At Momentum, we will walk with you throughout your journey to personal development.


A doctor with his stethoscope around his neck, using his cell phone.

Free Hello Doctor

Get 24/7 telephonic access to qualified medical practitioners at the touch of a screen. With Hello Doctor you can request a call back and get free advice from a doctor within an hour. What's more, you enjoy the benefit of daily advice and health tips; and a free symptom checker to keep you on top of your health.

An employee consulting with a financial adviser while both view a laptop screen.

In-house financial advisers

As part of our team, you enjoy a one-on-one relationship, and free financial planning and advice from our in-house advisers, dedicated to helping you successfully navigate your journey to financial success.

A lady sitting on the floor in an isle of a library reading a book

Tax savings on education through Edusaver

As a Momentum employee you can contribute between R300 and R5,000 per month on your children and/or relatives education spend. To make the most of this tax saving benefit, simply register your beneficiaries. The education fees are reflected as a monthly pre-tax salary cost on your payslip, meaning that your monthly income tax is reduced, which will increase your overall monthly income after paying for educational expenses.

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