Guaranteed solutions
Momentum Wealth offers a range of guaranteed solutions to protect your income against market movements, inflation, and changes in the interest rate. Whatever your investment goals are, we have a range of solutions to meet your needs.
For your retirement income needs, you can blend certainty and flexibility in one retirement income product by allocating a portion of your retirement money to the new Guaranteed Annuity Portfolio in the Retirement Income Option (living annuity) if you want to protect your income for as long as you live.
Guaranteed solutions
Retirement Income Option
Choose to protect a portion of your retirement income for as long as you live. You can add the new Guaranteed Annuity Portfolio if you want to blend certainty and flexibility in one retirement income product.
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 to suit your needs and goals, including the new Guaranteed Annuity Portfolio.
Choose to protect a portion of your retirement income for as long as you live. You can add the new Guaranteed Annuity Portfolio if you want to blend certainty and flexibility in one retirement income product.
Choose to protect a portion of your retirement income for as long as you live. You can add the new Guaranteed Annuity Portfolio if you want to blend certainty and flexibility in one retirement income product.
Minimum investment
From R50 000 lump sumInvestment 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 to suit your needs and goals, including the new Guaranteed Annuity Portfolio.
Guaranteed Life Annuity
Get peace of mind with a guaranteed life annuity to give you a fixed or increasing income for the rest of your life.
Minimum investment
From R50 000 lump sum.
Investment period
For the rest of your life.
Features
The income amount is guaranteed.
You can choose that the income amount increases yearly.
You can add your spouse or partner, who will receive an income after your death.
Get peace of mind with a life annuity to give you a fixed or increasing income for the rest of your life.
Get peace of mind with a guaranteed life annuity to give you a fixed or increasing income for the rest of your life.
Minimum investment
From R50 000 lump sum.Investment period
For the rest of your life.Features
The income amount is guaranteed.You can choose that the income amount increases yearly.
You can add your spouse or partner, who will receive an income after your death.