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#SuccessIsAScience

What is financial success? We know that success doesn’t happen by chance and that there’s a science behind successful South African households. It’s all about achieving short-term goals in pursuit of long-term goals.

Over the past 12 years, the Momentum Unisa Household Financial Wellness Index has given South Africans practical tips from experts to empower them to get serious about their finances and gain momentum towards achieving their financial goals.

Esta Calitz (Head of Marketing at Momentum), Lindani Bam (Strategy, insights & capability executive at Momentum) and Monique Schehle (Insights lead: strategy & planning at Momentum) at the #SuccessIsAScience 2023 Festival.

#SuccessIsAScience

What is financial success? We know that success doesn’t happen by chance and that there’s a science behind successful South African households. It’s all about achieving short-term goals in pursuit of long-term goals.

Over the past 12 years, the Momentum Unisa Household Financial Wellness Index has given South Africans practical tips from experts to empower them to get serious about their finances and gain momentum towards achieving their financial goals.

New angles to smarter money management

When we look at things differently, we see different things. There's a science behind the success of South African households. Success doesn't happen by chance. At Momentum, we remove the complicated financial jargon to make understanding finances simple, accessible and workable for all so that South African households can enjoy a more rewarding journey to success.

Momentum and Unisa logos.

Our 12-year partnership with Unisa

For the past 12 years, Momentum and the University of South Africa (Unisa) have partnered on various projects to provide credible research insights into the state of South African households and consumer finances in South Africa.

Man, casually dressed, but in a world turned upside down.

Rands and sense with Momentum and Unisa

Financial success shouldn't be reserved for only a few.

At Momentum, we believe that every South African deserves to have relevant information and advice to support them on their journey to financial success.

Access to expert financial advice and developing financial savviness can empower households to make the right financial decisions that can positively impact their circumstances.

See your finances from a fresh perspective. Partner with a financial adviser to get #AdviceForSuccess.

Momentum Unisa indices

Household Financial Wellness Index (FWI)

Insights that encourage and empower South Africans to take control of their finances.


Household Wealth Index (HWI)

This index gives credible and comprehensive insights into the financial wellness of South African households.

Consumer Financial Vulnerability Index (CFVI)

Determines the extent to which consumers experience a sense of financial insecurity due to adverse micro and macro-economic factors.

#SuccessIsAScience previous campaigns

2021

Mental bandwidth depletion

Build your financial success by finding clarity in the clutter
when you're feeling overwhelmed.

2020

Fresh perspectives for your finances

We see where you're coming from.
And we'll help you see where you're going.

Businesswoman walking with a pink tote bag.

The good news for South African households

What kind of habits are you practising to achieve financial success?
Our research has found that by adapting these 7 money habits, South African households can weather the storms they may face.

They map out their journey with measurable goals and plan to achieve them.
They maintain their momentum by knowing where their money goes.
They cover and protect themselves for financial emergencies.
They make a bold choice to invest.
They don't let speed bumps deter them from achieving their goals.
They broaden their perspective by being financially savvy and streetwise.
They realise that there's more than one path to achieve success by diversifying their income.

Take the pledge

I pledge my commitment to becoming financially successful based on my personal financial goals.

The chapters in our story

#AdviceForSuccess

We enable your journey to success with the help of
a trusted financial adviser.


#BornWithMomentum

You've always been on the move from the moment you were created. Looking for ways to propel yourself forward to be better than you
were yesterday.

#MomentumFutures

We nurture our youth to achieve their life goals and aspirations by providing access to skills and
job opportunities.


#SheOwnsHerSuccess

We honour every woman and her limitless potential. Those who build momentum to take action to shatter barriers they encounter on
their way.

Join the conversation

Put your mind where your money needs to be.

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@MomentumZA

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@Momentum_za

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@momentumza

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@momentum_za

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