About Momentum > Vision and mission statements
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Vision statement

Our vision is to satisfy the wealth creation and preservation, insurance and income needs of clients through our deep understanding of the upper retail insurance, savings and investment market in South Africa.

Mission statement

We commit to fulfil your lifelong financial needs by:

  • Providing value-for-money solutions that are relevant and unique
  • Engaging in a transparent, simplified and effective manner
  • Building enduring partnerships

The Momentum purpose

We affect and enhance financial wellness for individuals, families and businesses