Expat financial solutions
Living abroad comes with complex financial decisions, from tax compliance to accessing retirement funds and transferring money safely across borders. FinGlobal by Momentum gives South Africans the confidence to manage these challenges with trusted expertise, secure solutions, and complete peace of mind — so you can focus on building your future, wherever life takes you.
- Global expertise. Experts in South Africa emigration finance and tax, offering trusted and compliant solutions.
- Peace of mind. Trusted by South Africans worldwide to manage complex cross-border finances.
- Holistic solutions. Advice, execution, and compliance, wherever you are in the world.
Supporting your journey across borders
Emigrating from South Africa or already abroad? Do you need to cease tax residency, unlock retirement funds, or transfer an inheritance securely across borders? Wherever life takes you, our expertise in tax emigration, exchange control, and cross-border money transfers ensures your finances remain secure, compliant, and always within reach.
Our services
Tax emigration
We take the complexity out of South African tax when living abroad – from ceasing tax residency and filing SARS returns to securing tax clearances and claiming refunds.
Retirement annuity withdrawal
Make confident financial decisions with our expert support. We help you access retirement annuities, manage retirement funds, and guide beneficiaries through cross-border claims.
Non-resident bank accounts
Set up and manage non-resident South African bank accounts, tailored for expats and tax non-residents needing safe, compliant solutions.
Financial emigration FAQs
Trusted by South African expats worldwide
Need other advice?
If your current financial journey is focused on planning for your future locally, building wealth, or protecting your assets and legacy, our financial advisers are here to help. Connect with a Momentum-accredited financial adviser for personalised advice that fits your context.