Tax-free investing

With a tax-free investment, your money grows without it being taxed - you pay no income tax, no tax on dividends, and no capital gains tax.

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Save for your retirement

Take responsibility for your financial power - start saving for your retirement today so you can live a comfortable life in your golden years.

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Offshore investing

The key to a balanced portfolio is to invest offshore. This helps you minimise the risk of capital loss by spreading your investments across different markets and currencies.

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Retirement reimagined

You can choose to protect a portion of your retirement income for as long as you live with the Guaranteed Annuity Portfolio. Enjoy certainty and flexibility in 1 retirement income solution.

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WEALTH

Invest with us - local and offshore investing

We offer diverse wealth-building investment and retirement solutions, giving you access to local and global investment markets to suit your financial dreams.

Whether you want to create and grow your wealth, protect it, or generate an income from it, we have a personalised investment solution to support your journey to financial success.

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Retirement

Invest towards your financial independence or choose from our range of investment and income solutions if you’re close to retirement.

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Tax-free investing

Use our investment solutions to optimise tax incentives when investing towards a brighter financial future.

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Offshore investing

Explore offshore investing opportunities to broaden your horizons and diversify your investment portfolio.

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Earn an income

Earn an income from your wealth. Choose from a wide range of income solutions to guarantee the income payments for a specified period or for the rest of your life.

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Local platform

Offshore platform

Building your wealth

Who we are

Innovation, excellence, integrity, accountability, team work and diversity are our values, underlying our primary purpose, which is to help clients stay invested.

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The team

Our culture sets the foundation of our decision-making process. Our values of integrity, diversity, accountability, innovation, excellence and teamwork serve as our guiding principles in everything we do.

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Latest events

Wealth Matters webinar | March 2025

At our first Wealth Matters webinar, we explored various investment opportunities and ways to structure your clients’ portfolios for optimal advice outcomes. There was a blend of thought-leading conversations that span the spectrum of investment management, investment products such as guaranteed and securities solutions as well as discretionary fund management services. This webinar empowered you with the knowledge and tools you need to navigate the ever-evolving investment landscape in South Africa to help your clients on their journey to success.

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Explore global equity with the 'Magnificent Eleven' | March 2024

After a whirlwind year for global developed market shares in 2023, what will 2024 hold in store, and will the 'Magnificent 7' continue to reign supreme? We hosted a webinar discussing our outlook for global equity markets, the 'Magnificent Eleven' investment managers and where they are finding opportunities, and two funds for the long run – the Momentum GF Global Equity Fund and Momentum GF Global Sustainable Equity Fund.

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Tax-free investing

Save for your retirement

Offshore investing

Retirement reimagined

WEALTH

Invest with us - local and offshore investing

Retirement

Tax-free investing

Offshore investing