Site url: https://www.momentum.co.za/momentum/personal/investments/invest/local-investing/momentum-wealth
Pagecontext: org.apache.jasper.runtime.PageContextImpl@17da21a9
NameValue
breadcrumb.start.level5
ibm.portal.instantiation.page.include.descendantsfalse
param.sharing.scope.{http://www.ibm.com/xmlns/prod/datatype/content}ibm.portal.sharing.scope.page
param.sharing.scope.{http://www.ibm.com/xmlns/prod/datatype/content/resource-collections}ibm.portal.sharing.scope.page
param.sharing.scope.{http://www.ibm.com/xmlns/prod/websphere/portal/v8.0/portal-contextual-portal}ibm.portal.sharing.scope.page
wcm.template.oidZ6_48GC1K80O0FH90QS83FHN530K6
flush.cache?01102021
param.sharing.scope.{http://www.ibm.com/xmlns/prod/websphere/portal/publicparams}path-infoibm.portal.sharing.scope.page
breadcrumb.enabledtrue
param.template.pageZ6_48GC1K80O0FH90QS83FHN530K6
page.keywordsMomentum Wealth
param.sharing.scope.{http://www.ibm.com/xmlns/prod/websphere/portal/v7.0/portal-contextual-portal}ibm.portal.sharing.scope.page
hide.from.menutrue
hide.childrentrue
breadcrumb.stop.level5
dynamic.sitemapfalse
page.robotsall
param.sharing.scope.{http://ibm.connections.com/portlet}ibm.portal.sharing.scope.page
label.namepersonal
sitecontext:personal
ibm.template.oidZ6_48GC1K80O0FH90QS83FHN530K6
menu.dividertrue
menu
Modern architecture building in Vienna, Austria. A skyscraper with curved glass and steel exterior wall of a modern high-rise office building against a blue sky backdrop.

LOCAL INVESTMENT PLATFORM

Momentum Wealth

We have a diverse range of investment and retirement solutions, with access to local and global investment markets to suit all investment needs.

Whether you want to create and grow your wealth, protect it, or earn an income from it, we have a personal investment solution for you on your journey to success.

Platform benefits

Our comprehensive range of products and investment solutions enables your financial adviser to help you structure your personal investment portfolio for optimal tax efficiency and craft it to suit your unique circumstances and goals.

 Hemisfèric IMAX theatre in Valencia, Spain. Modern building with an ovoid roof designed by Santiago Calatrava, plus an IMAX & 3D cinema.

Investment solutions

From basic unit trusts and personalised model portfolios to exchange-traded funds, direct shares and personal share portfolios, as well as other specialised investment products.

 The Azadi Tower, formerly known as the Shahyad Tower, is a monument on Azadi Square in Tehran, Iran. The tower is about 45 metres tall and is entirely clad in cut marble.

Tax efficient

Use our diverse range of investment and retirement products to optimise the tax efficiency of your investment portfolio.

 View of the Generali tower looking up from the ground where you can see the curvature of the building.

Investment reporting

Together with your financial adviser, you can stay on top of your investments with convenient access to your investment statements wherever you are.

Our products

Our comprehensive range of products helps you structure your personal investment portfolio for optimal tax efficiency.

Retirement Annuity Option

Grow your retirement money while benefiting from tax incentives.

Minimum investment

From R50 000 lump sum; from R1 000 per month.

Investment period

Access your benefits from age 55.

Features

Deduct the money you invest from tax.


Enjoy tax-free growth.

Wide choice of investment funds and solutions to suit your needs and goals.


Grow your retirement money while benefiting from tax incentives.

Retirement Preservation Option

Preserve and grow your retirement money when you change employers.

Minimum investment

From R50 000 lump sum.

Investment period

Access your benefits from age 55.

Features

Enjoy tax-free growth.

Wide choice of investment funds and solutions to suit your needs and goals.





Grow your money tax free.

Retirement Income Option

Choose to protect a portion of your retirement income for as long as you live.

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 including the new Guaranteed Annuity Portfolio.

Choose to protect a portion of your retirement income for as long as you live.

Flexible Tax-free Option

Grow your money tax free.

Minimum investment

From R15 000 lump sum; from R500 per month.

Investment period

Keep your money invested until you need it.

Features

Access your money whenever you need it.

Enjoy tax-free growth.

Choice of particular investment funds and solutions to suit your needs and goals.


Grow your money tax free.

Flexible Endowment Option

Choose how you would like to invest and save tax on your investment.

Minimum investment

From R50 000 lump sum; from R1 000 per month.

Investment period

Keep your money invested until you need it, with certain restrictions during any restriction period.

Features

Access your money whenever you need it.

Enjoy tax-efficient growth.

Wide choice of investment funds and solutions to suit your needs and goals.

Grow your money tax free.

Flexible Investment Option

Grow your money in a very adaptable investment.

Minimum investment

From R50 000 lump sum; from R1 000 per month.

Investment period

Keep your money invested until you need it.


Features

Access your money whenever you need it.

Wide choice of investment funds and solutions to suit your needs and goals.



Choose to protect a portion of your retirement income for as long as you live.

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.

We and our selected partners use cookies to enhance and personalise your experience on our website.Please see our cookie policy for more information.

To enhance your user experience on our site, learn more about our supported browsers

Your browser's cookies are disabled. Enable cookies to ensure our website functions correctly. View our Privacy Notice.

Tell us more!

We're always looking for ways to improve your online experience. Please take a moment to complete the
2-minute questionnaire.