WITH US, INVESTING IS PERSONAL
Investments and Savings
Momentum Investments helps you grow your wealth, whether you’re an individual saving for your retirement, a business looking to build your portfolio or a financial adviser in need of practical tools and customised solutions. We understand that your investment isn’t just another investment. It’s unique to you.
Investments for individuals
Do you want to start saving for you and your family’s future, invest to grow your money, or earn regular income from your investments? Are you thinking about saving for your retirement? Get expert financial advice and find the best investment solutions to meet your needs and build your wealth.
Investments for businesses
Are you looking for expert-approved innovative business investment solutions? Speak to our investment for business specialists to help you build your portfolio, achieve the financial goals of a retirement fund, or advise on the best local and global investment opportunities.
Financial advisers
Are you a financial adviser looking for practical tools, insights and customised solutions to help meet your clients' financial needs and help them achieve their goals effectively? Our discretionary fund management service is here to help you transform your clients investments.
MOMENTUM INVESTMENTS
Reimagine your retirement
Choose to protect a portion of your retirement income for as long as you live.
You can add the new Guaranteed Annuity Portfolio to the Retirement Income Option, a living annuity from Momentum Wealth, to enjoy certainty and flexibility in one retirement income solution.
We put the heart back into investments
We believe in the partnership with you, your financial adviser and ourselves. Together we form the unstoppable force of momentum so that you can achieve your goals, and make your dreams and aspirations a reality.
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Daily Moment & Weekly Moment
Get daily local and global updates of indices, interest rates, and more.
The Daily Moment
Consumers will have a lean festive table despite the drop in fuel prices as food prices continue to escalate at an unsustainable rate. The only way out is more credit, but food buying on credit isn't a good idea. Read more on moneyweb.co.za.
The Daily Moment | 07 December 2023
The Weekly Moment
The recent bird flu epidemic that ravaged the local poultry industry eviscerated the annual profit of Quantum Foods, warning these outbreaks have become “endemic in SA”.
Read more on businesslive.co.za.
The Weekly Moment | 04 December 2023
Investment innovation meets integrity
Whatever your investment needs; whether you’re saving for your child’s education, an engagement ring or investing to achieve your retirement or business goals – you can rely on us to get you there with our innovative solutions, backed by our unique philosophy, core beliefs and expertise.
Find out more about us
Legal and Compliance
Our rigorous internal
governance architecture is
facilitated through several
governance committees that
report to our board of
directors.
Team
Innovation, excellence,
integrity, accountability, team
work and diversity are our
values, underlying our primary
purpose, which is to help
clients stay invested.
Momentum Metropolitan affiliation
As part of the larger JSE-listed
Momentum Metropolitan
Holdings Limited, our balance
sheet offers the kind of
protection that only a few
others can offer.
Meet the investments team
Our team of specialists are there to meet your investment needs, no matter how complex. With combined skills spanning across diverse capabilities, you can trust them to deliver.
Ferdi van Heerden
CEO: MOMENTUM INVESTMENTS
B.Sc Honours in Mathematical Statistics,
AMP (Advanced Management Programme) from INSEAD (France),
Diploma in General Management from Reading University (Henley Business School),
Member of the Chartered Institute for Securities and Investments (MCSI)
Why choose Momentum Investments?
77
investment professionals
604
years experience with Momentum
144
academic qualifications
1016
years of investment experience
R608
billion in assets under management
64
sales staff
197
enablement staff
315
service and operations staff
Get a financial advisor to help you start saving money today.
Resource centre
Get access to a comprehensive list of investment resources for individuals, businesses and financial advisers. See our latest brochures, forms, fund fact sheets and trustee newsletters.
Contact us
Investments for individuals
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