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  • Resource centre
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    • About us

    Momentum is a financial services company and provider of healthcare, insurance and investment solutions in SA.

    Tax-free
    investing

    With a tax-free investment, your money grows without it being taxed - you pay no income tax, no tax on dividends, and no capital gains tax.

    Learn more

    Save for your retirement

    Take responsibility for your financial power - start saving for your retirement today so you can live a comfortable life in your golden years.

    Learn more

    Offshore investing

    The key to a balanced portfolio is to invest offshore. This helps you minimise the risk of capital loss by spreading your investments across different markets and currencies.

    Learn more

    Retirement reimagined

    You can choose to protect a portion of your retirement income for as long as you live with the Guaranteed Annuity Portfolio. Enjoy certainty and flexibility in 1 retirement income solution.

    Learn more
    Do you want to explore offshore investing opportunities? Get suitable investment solutions to meet your offshore investing needs and build your wealth.
    Offshore investing overview
    Investment Platform: Momentum Wealth International

    Offshore fact sheets

    Momentum Global Investment Management
    Offshore investing guide

    Global matters

    Invest with us - local and offshore investing

    We offer 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.

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    Retirement

    Invest towards your financial independence or choose from our range of investment and income solutions if you’re close to retirement.

    Learn more
    Modern architecture of Lisbon, EDP, Portugal Energy Building.

    Tax-free investing

    Use our investment solutions to optimise tax incentives when investing towards a brighter financial future.

    Learn more
    Low angle view of the gherkin, formerly Swiss Re Tower.

    Offshore investing

    Explore offshore investing opportunities to broaden your horizons and diversify your investment portfolio.


    Learn more
    Low-angle view of the Riverside Museum of transport in Glasgow.

    Earn an income

    Earn an income from your wealth. Choose from a wide range of income solutions to guarantee the income payments for a specified period or for the rest of
    your life.

    Learn more
    Rocket in red illustration.

    Who we are

    Innovation, excellence, integrity, accountability, team work and diversity are our values, underlying our primary purpose, which is to help clients stay invested.

    Learn more
    An illustration icon of a diverse Momentum Investments team representing the company values adhered to when dealing with clients.

    The team

    Our culture sets the foundation of our decision-making process. Our values of integrity, diversity, accountability, innovation, excellence and teamwork serve as our guiding principles in everything we do.

    Learn more

    Latest events

    Momentum Investment's Global Equity Fund event banner with a beach, sea and sand representation of the globe.

    Explore global equity with the 'Magnificent Eleven' | March 2024

    After a whirlwind year for global developed market shares in 2023, what will 2024 hold in store, and will the 'Magnificent 7' continue to reign supreme? We hosted a webinar discussing our outlook for global equity markets, the 'Magnificent Eleven' investment managers and where they are finding opportunities, and two funds for the long run – the Momentum GF Global Equity Fund and Momentum GF Global Sustainable Equity Fund.

    Learn more
    See all events

    Follow us for more insights into your investments

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    Need financial advice?

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

    Find an adviser Request a call back

    Contact us

    Local investing: Momentum Wealth

    0860 546 533

    [email protected]

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

    Offshore investing: Momentum Wealth International

    +27 12 684 5008

    0860 444 433

    [email protected]

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

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