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Investments and Savings

You want to keep your money safe and make it more, but how do you do it? By approaching investing differently. There is a better way, a better answer. Whether big or small, with our wide range of saving and investment solutions; and 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

How to invest with Momentum

No matter where you are on your investment journey, we are here to get you going. All it takes is a step in the right direction.

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, be it for retirement, to your children's education, that long await holiday abroad, or to simply grow your money.

Create your wealth

You're a seasoned investor looking specific solutions like guaranteed income, offshore investments, shares or specialised 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

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Your trusted financial

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

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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.

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”.

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


Business hours are Monday to Friday from 08:00 to 17:00. Closed on weekends and public holidays.


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