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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’re ready to keep your money safe and grow your wealth. The question is, what are the most suitable investment options in South Africa for your unique needs? Whether you want to invest a lump sum amount or build savings monthly, with our wide range of savings plans and investment solutions, we can help you achieve your financial goals.

  • Flexible savings plans and tax-efficient investment options.
  • Your trusted investment partner growing wealth since 1966.
You and your family

Start your investment journey today

It’s never too late to start saving and investing. No matter what your goals are, 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 most suitable investment options through life’s stages from starting a career through to managing your retirement income.

Investing for your needs

We can help you invest money for a specific goal, whether it be for your children's education, a rainy day fund, your first home, a new car or that dream holiday or to simply grow your money.

Create your wealth

You're a seasoned investor. You want particular investment solutions such as unit trusts, offshore investments, alternative investments and guaranteed income solutions to grow your wealth and diversify your portfolio.

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 your 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 from saving for a specific term, retirement annuities, and tax-efficient endowment policies.




Momentum Collective Investments

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


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 clients 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 fund 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 from our investment team.



Outcome-based investing

The outcome-based investing philosophy is based on the knowledge that each client is unique, which is why we help construct investment portfolios or funds based on what you want to achieve, how much you have to invest and when you need the money by.

Responsible investing

We’re a signatory to the United Nations-supported Principles for Responsible Investment (PRI), which is an international network of investors working together to put the 6 Principles for Responsible Investment into practice.


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’.

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.

Why choose Momentum Investments?


77

investment professionals

604

years experience with Momentum

144

academic qualifications

1016

years of investment experience

R608

billion in assets under management

64

sales staff


197

enablement staff

315

service and operations staff

Get a financial advisor to help you start saving money today.

Meet the team

Our diverse team is experienced in a range of wealth management disciplines, giving you 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


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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.

Effective annual cost (EAC) calculator

The effective annual cost (EAC) is a measure introduced by Asia enabling consumers and advisers to compare charges and their effect on investment returns across retail investments and savings products. The EAC highlights the different role players involved in the investment and the effect of each of their fees over the investment term.

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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