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Modern architecture building in Vienna, Austria. A skyscraper with curved glass and steel exterior wall of a modern high-rise office building against a blue sky backdrop.

LOCAL INVESTMENT PLATFORM

Momentum Wealth

We have a diverse range of investment and retirement solutions, with access to local and global investment markets to suit all investment needs.

Whether you want to create and grow your wealth, protect it, or earn an income from it, we have a personal investment solution for you on your journey to success.

Platform benefits

Our comprehensive range of products and investment solutions enables your financial adviser to help you structure your personal investment portfolio for optimal tax efficiency and craft it to suit your unique circumstances and goals.

Hemisfèric IMAX theatre in Valencia, Spain. Modern building with an ovoid roof designed by Santiago Calatrava, plus an IMAX & 3D cinema.

Investment solutions

From basic unit trusts and personalised model portfolios to exchange-traded funds, direct shares and personal share portfolios, as well as other specialised investment products.

The Azadi Tower, formerly known as the Shahyad Tower, is a monument on Azadi Square in Tehran, Iran. The tower is about 45 metres tall and is entirely clad in cut marble.

Tax efficient

Use our diverse range of investment and retirement products to optimise the tax efficiency of your investment portfolio.

View of the Generali tower looking up from the ground where you can see the curvature of the building.

Investment reporting

Together with your financial adviser, you can stay on top of your investments with convenient access to your investment statements wherever you are.

Our products

Our comprehensive range of products helps you structure your personal investment portfolio for optimal tax efficiency.

Retirement Annuity Option

Grow your retirement money while benefiting from tax incentives.

Minimum investment

From R50 000 lump sum; from R1 000 per month.

Investment period

Access your benefits from age 55.

Features

Deduct the money you invest from tax.


Enjoy tax-free growth.

Wide choice of investment funds and solutions to suit your needs and goals.


Grow your retirement money while benefiting from tax incentives.

Learn more

Retirement Preservation Option

Preserve and grow your retirement money when you change employers.

Minimum investment

From R50 000 lump sum.

Investment period

Access your benefits from age 55.

Features

Enjoy tax-free growth.

Wide choice of investment funds and solutions to suit your needs and goals.





Grow your money tax free.

Learn more

Retirement Income Option

Choose to protect a portion of your retirement income for as long as you live.

Minimum investment

From R50 000 lump sum.

Investment period

For as long as you live, provided that there is money to pay you an income.

Features

Choose and adapt your income level within the regulated limits.

Enjoy tax-free growth.

Wide choice of investment funds and solutions including the new Guaranteed Annuity Portfolio.

Choose to protect a portion of your retirement income for as long as you live.

Learn more

Flexible Tax-free Option

Grow your money tax free.

Minimum investment

From R15 000 lump sum; from R500 per month.

Investment period

Keep your money invested until you need it.

Features

Access your money whenever you need it.

Enjoy tax-free growth.

Choice of particular investment funds and solutions to suit your needs and goals.


Grow your money tax free.

Learn more

Flexible Endowment Option

Choose how you would like to invest and save tax on your investment.

Minimum investment

From R50 000 lump sum; from R1 000 per month.

Investment period

Keep your money invested until you need it, with certain restrictions during any restriction period.

Features

Access your money whenever you need it.

Enjoy tax-efficient growth.

Wide choice of investment funds and solutions to suit your needs and goals.

Grow your money tax free.

Learn more

Flexible Investment Option

Grow your money in a very adaptable investment.

Minimum investment

From R50 000 lump sum; from R1 000 per month.

Investment period

Keep your money invested until you need it.

Features

Access your money whenever you need it.

Wide choice of investment funds and solutions to suit your needs and goals.



Choose to protect a portion of your retirement income for as long as you live.

Learn more

Local resources

Are you looking for an application form? We believe that your investment decisions are important and should not be made without expert financial advice. Find an adviser near you.

Need financial advice?

A financial adviser can help you with a financial plan to start your investment journey.

Find an adviser Request a call back

Contact us

Local investing: Momentum Wealth

0860 546 533

[email protected]

Office hours are Monday to Friday from 08:00 to 17:00.

Offshore investing: Momentum Wealth International

+27 12 684 5008

0860 444 433

[email protected]

Office hours are Monday to Friday from 08:00 to 16:00 (Central Africa Time). Unavailable on weekends.

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