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Curved, glass and steel exterior wall of modern high-rise office building against a blue sky backdrop.

Investments for individuals

You want to keep your money safe and grow your wealth. The question is, how do you do it? Whether big or small, with our wide range of saving and investment solutions, along with our unique approach to investing, we can help you achieve your investment goals.

  • Your trusted investment partner.
  • Growing clients’ wealth since 1966.
  • More than R550 billion in assets under management.
You and your family

All it takes is the next step in the right direction

No matter where you are on your investment journey, we’re here to get you going.

Your life journey

You want to invest but don't know where to start. Where you are in your life journey can help you decide on the best investment options through life’s stages from starting a career through to managing your retirement income.

Investing for your needs

You want to invest money for a specific goal, whether it be for retirement, your children's education or to simply grow your money.


Create your wealth

You're a seasoned investor. You want specific solutions to grow your wealth and diversify your portfolio.


Investment expertise underpinned by our values and philosophy

We offer a wide spectrum of investment services and solutions to both individual and institutional investors. Our technology and processes ensure we not only improve the probability of delivering on our investment promises, but also provide investors with innovative platforms, giving them complete oversight of their investments at all times.

Fact sheets

Also known as minimum disclosure documents, which are short documents containing key information about a unit trust to assist you in understanding the objective of the unit trust and its associated risks.

Thought leadership

We bring you some of our latest thinking on investments and portfolio construction.



Outcome-based investing

We have followed this philosophy with our institutional clients since 2011, and now individuals are also benefitting greatly from the skills and expertise we gained with this novel approach.

Responsible investing

We consider the environmental, social and governance risk of investments to be relevant to achieving your investment goals - across all asset classes, sectors, markets and through time.

Partnering with you on your investment journey


An investment executive with a brown bag walking towards a red building while talking on his phone.

Your trusted financial
partner

We are committed to helping you fulfil your lifelong financial needs.

An abstract, high-rise, curved red building of a financial institution, against a blue sky backdrop.

Growing your wealth
since 1966

We’ve built enduring partnerships, and have been helping individuals and businesses to make informed choices about their money since 1966.

A circular, multi-story investment office building with glass balconies.

More than R550 billion in
assets under management

Clients trust us to manage a staggering R550 billion on their behalf.

Momentum investment product solutions

Whatever your financial goals, our investment solutions are tailor-made to help turn your dreams into reality. Start investing today with a lump-sum amount or regular monthly payments.

Momentum Wealth

Whether you're looking to build and grow your wealth, protect your money or get an income from your investment, we offer a range of personal investment solutions you can tailor to meet your investment needs and achieve you goals.

Momentum Wealth International

Build and grow your wealth with our flexible range of offshore investment solutions, giving you access to global currencies and markets.


Momentum Investo

Grow your money with committed savings plans designed to cater for all your savings needs.






Momentum Collective Investments

We offer unit trusts across all major asset classes. We have a range of local and international unit trusts to suit your personal investment needs and goals.



Understanding behavioural patterns to help you make better investment decisions

Momentum Investments has adopted the BASIC™ framework in diagnosing, measuring and tracking behavioural interventions that will help you make better investment decisions. When we think of behavioural problems, we need to think “ABCD”.

Why choose Momentum Investments?


67

investment
professionals

528

support
staff

808

years of combined investment experience

560

years combined
experience within
Momentum

160+

combined academic
qualifications

R550b

in assets under
management

Meet the team

Our diverse team is experienced in a range of wealth management disciplines, giving you all the specialist advice you need - all in one place.

Jeanette Marais

DEPUTY CEO: MOMENTUM METROPOLITAN HOLDINGS CEO: MOMENTUM INVESTMENTS

BSc, MBA (IMD), Programme for Executive Development (IMD Switzerland), Direct Marketing Diploma, Diploma in Financial Markets, Financial Services Marketing Diploma


A red and white vector of the front page of a folded newspaper.

Retirement funds - Trustee newsletter

Get the latest information on your investments all in one place.

We’ll also give you interesting tax tips, useful ideas on how to maximise your retirement and more.

For advisers and businesses

Financial advisers

You're a financial adviser, looking for practical tools, insights and customised solutions to help you meet and address your clients' financial needs and help them achieve their goals effectively.

Investments for businesses

You're looking for a broad range of innovative investment solutions to meet the financial needs of a retirement fund or business.


Need financial advice?

With sound financial planning, a financial advisor can help you get started, avoid costly mistakes and grow your money.

Contact Investments and Savings

Momentum Wealth




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

Momentum Wealth International





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

Investo





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

Momentum Investments is part of Momentum Metropolitan Life Limited, an authorised financial services (FSP6406) and registered credit provider (NCRCP173), rated B-BBEE Level 1.

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