Site url: https://www.momentum.co.za/momentum/personal/investments/invest/local-investing/guaranteed-growth-and-income-solutions
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Low-angle view of the Riverside Museum of transport in Glasgow.

Guaranteed growth and income solutions

Momentum Wealth offers a range of guaranteed solutions aimed at protecting your capital and income against market movements, inflation and changes in the interest rate. Whatever your investment goals are, we have a range of solutions to meet your needs.

For your retirement income needs you can blend certainty and flexibility in one retirement income product by allocating a portion of your retirement money to the new Guaranteed Annuity Portfolio in the Retirement Income Option (living annuity) if you want to protect your income for as long as you live.

Guaranteed solutions

Linked Endowment Growth Option

Have peace of mind with defined after-tax growth at the end of five years.



Minimum investment

From R50 000 lump sum

Investment period

5 years

Features

Solves for your medium-term investment goals.

Get a defined after-tax maturity value at the end of five years.

Option to receive a regular income.

Estate planning and tax benefits.


Have peace of mind with a guaranteed value at the end of five years.

Retirement Income Option

Choose to protect a portion of your retirement income for as long as you live. You can add the new Guaranteed Annuity Portfolio if you want to blend certainty and flexibility in one retirement income product.

Minimum investment

From R50 000 lump sum

Investment period

For as long as you live, provided that there is money to pay you an income.

Features

Choose and adapt your income level within the regulated limits.

Enjoy tax-free growth.

Wide choice of investment funds and solutions to suit your needs and goals, including the new Guaranteed Annuity Portfolio.



Choose to protect a portion of your retirement income for as long as you live. You can add the new Guaranteed Annuity Portfolio if you want to blend certainty and flexibility in one retirement income product.

Other guaranteed solutions


Life annuity

Get peace of mind with a life annuity to give you a fixed or increasing income for the rest of your life.


Annuities for specific terms

These annuities pay an income for a specific period for an individual (a single life). Choose between an annuity with a certain term or a temporary annuity.

Capital Protector

The Capital Protector combines a life annuity with a life insurance policy. It pays when the insured person dies. Choose between a single-life annuity for you or a joint-life annuity for you and your spouse.



Need financial advice?

A financial adviser can help you with a financial plan to start your investment journey.

Contact us

Local investing: Momentum Wealth




Office hours are Monday to Friday from 08:00 to 17:00.

Offshore investing: Momentum Wealth International





Office hours are Monday to Friday from 08:00 to 16:00 (Central Africa Time). Unavailable on weekends.

Unit trusts





Office hours are Monday to Friday from 08:00 to 17:00.

Institutional investing





Office hours are Monday to Friday from 08:00 to 17:00.

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