
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.
VIDEO: 2 MIN 42 SEC
Daily Moment & Weekly Moment
Get daily local and global updates of indices, interest rates, and more.
The Daily Moment
Job cuts at Sibanye-Stillwater’s platinum group metals (PGMs) SA operations have spilt over to the US, where 100 jobs are at risk. Read more on businesslive.co.za .
The Daily Moment | 30 November 2023
The Weekly Moment
Reimagine your retirement. The new Guaranteed Annuity Portfolio can help you make the rest of your life the best of your life. There’s a better way to plan and structure your finances. Learn more.
The Weekly Moment | 27 November 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.
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Investments for individuals
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