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Investments and Savings

Your first step to financial wellness is knowing what your financial goals are. No matter how big or small your goals are, with our innovative investment and savings solutions, achieving them is simple. Are you ready to start saving? It’s easier than you think. Invest your money today for:

  • Flexible investment options.
  • Expert financial advice.
  • Grow your wealth to reach your goals.
  • Tax efficient.
  • Award-winning investments.
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 are here to get you going.

Your life journey

You want to invest but don't know where to start. Where you are in life can help you decide what to focus on.

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.

Businesses and institutions

Institutional investors

Learn more about our business and institutional investment offering.

Global Matters: investing offshore

Empowering financial advisers to have in-depth offshore investment conversations with their South African clients.

Why Momentum

Invest your money and we’ll help you on your journey to success


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 fulfill 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.

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More than R550 billion in
assets under management

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

Learn more about our investing philosophy and meet the investment team.

Momentum investment product solutions

Whatever your financial goals are, our investment solutions are tailor-made to help turn your dreams into reality. Start saving today to earn competitive interest rates on a single lump-sum amount or regular monthly payments.

Momentum Wealth

Whether you're looking to start investing, grow your wealth or invest for retirement, we offer a range of annuities and investment policies tailored to meet your needs.

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

Momentum Collective Investments offers unit trust funds across all major asset classes. We have a range of local and international funds to suit your objective and the amount of risk you’re willing to take.


Responsible investment

We are proud to be a signatory to the Principles of Responsible Investment (PRI), an international network of investors responsible for contributing towards a well-balanced economy for our investors.


Need financial advice?

A financial advisor can help you get started with advice and financial planning.

Contact Momentum
Investments and Savings

Wealth





Business hours are Monday to Friday from 07:00 to 19:00. Closed on weekends and public holidays.

Investo





Business hours are Monday to Friday from 07:00 to 19:00. Closed on weekends and public holidays.

Momentum Collective Investments





Business hours are Monday to Friday from 08:00 to 16:30. Closed on weekends and public holidays.

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