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Grow your wealth

Make the most of your money locally and internationally with our comprehensive wealth management solutions.

Why grow your money?

You want to create a better future for yourself and your family. Or you want to leave the world a better place. Whatever your reason for growing your money, aim high but be realistic. At least beat inflation as it eats away at the buying power of your money.

When should you invest?

Now. The longer your money is invested, the more it will benefit from compounding – the power of growth on growth. Your financial adviser will show you the advantages of having a plan and sticking to it.

Your action plan

Often the higher the risk that you are willing to take, the higher the potential growth of your investment. Your financial adviser can help you explore your options depending on what you want your money to do for you.

Set realistic growth targets.
Craft a plan to achieve them.
Stick to your plan.

Guaranteed Return
Option

Create financial stability. Invest locally, with a lump sum over five years, and secure an income when you need it, while ensuring a guaranteed return at the end of the term.

Minimum investment

From R50 000

Investment period

5 years

Features

Receive a regular income if you choose to.

Only a portion of the income is taxed as normal income.

A guaranteed amount back at the end of the term.


Create financial stability. Invest locally, with a lump sum over five years, and secure an income when you need it, while ensuring a guaranteed return at the end of the term.

Flexible Investment
Option

Grow your money in a very adaptable investment.


Minimum investment

From R50 000 lump sum; from R1 000 per month

Investment period

Keep your money invested until you need it.

Features

Access your money whenever you need it.

Wide choice of investment funds and solutions to suit your needs and goals.





Grow your money in a very adaptable investment.

Momentum Enhanced
Growth Option (MEGO)

Maximise on growth through exposure to a global index without the risk of losing money.


Minimum investment

From R50 000

Investment period

5 years

Features

Exposure to a diversified global index with unlimited enhanced growth potential.

Certainty of a minimum secured return at the end of the investment term.

A positive return at the end of the investment term irrespective of what happens in the market.

Maximise on growth through exposure to a global index without the risk of losing money.

International Investment
Option

Grow your money with international options.

Flexible Endowment
Option

Grow your money in an endowment and get estate planning and tax benefits.

International Endowment
Option

Grow your money internationally while getting tax and estate planning benefits.

Traded Endowment
Option

Grow your money in a "second-hand" endowment with fewer restrictions.

Retirement Annuity
Option

Grow your retirement money while benefiting form tax incentives.




Need advice?

A financial advisor can help you get started.

Contact 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 07:00 to 19:00. Closed on weekends and public holidays.

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