MOMENTUM WEALTH
Invest with us - local and offshore investing
We offer diverse wealth-building investment and retirement solutions, giving you access to local and global investment markets to suit your financial dreams.
Whether you want to create and grow your wealth, protect it, or generate an income from it, we have a personalised investment solution to support your journey to financial success.
Retirement
Invest towards your financial independence or choose from our range of investment and income solutions if you’re close to retirement.
Tax-free investing
Use our investment solutions to optimise tax incentives when investing towards a brighter financial future.
Offshore investing
Explore offshore investing opportunities to broaden your horizons and diversify your investment portfolio.
Fact sheets
Building your wealth
Latest events
Global Citizen Masterclass
In April 2023, we started our Global Citizen initiative to assist our advisers, and clients, to navigate the challenging world of global financial planning globally. By presenting the many challenge the ‘global citizens’ and their advisers face when doing financial planning globally, we set out to make a positive contribution towards reaching clients’ financial goals. Now, two years and close to 4 000 viewers later, we can proudly say that we managed to achieve our goal, learning with you through the process. On 10 April 2025, we presented our fifth installment in our Global Citizen Masterclasses. During this session, we focused on South African tax residents emigrating and those residents living and working abroad. We honed in on the risks of taxation upon death and the use of trusts as part of the international estate and financial plan.
Wealth Matters webinar | June 2025
At our Wealth Matters webinar, we explored the effect on advice outcomes, when it comes to market volatility due to external factors like trade wars. Markets are under pressure, clients are anxious and you are expected to stay calm, give clear advice and make confident decisions. That’s not easy when volatility, like the turmoil around tariffs, puts pressure on short-term portfolio returns and client behaviour. We shared how investment platforms, products and professional expertise come together to help you manage client portfolios more effectively and give your clients the confidence they need to stay invested on their journey to success.
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