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Child in blue dress looking out the window to symbolise a bright future with an education savings plan.

Save for your children’s education

Invest in your child’s future. An education empowers your child and allows them choices in today’s competitive world. Will there be enough money for a good school in South Africa, special needs or ambitions like studying abroad?

  • From just R500 per month.
  • Tax-efficient growth.
  • Choice of investment funds.
  • Flexible, access to your money.
  • Loyalty bonus.

Why save for your child’s education?

It’s expensive. Books, stationery and school fees are not the only things to consider. And do you know what a year of tuition at a first-class tertiary institution costs? The more you save with an education investment plan, the more options your child will have.

When should you start saving?

Now is the best time. The sooner you start investing in an education policy, the more your money will grow through compound interest and that will increase your child’s education options. Starting to save later means you’ll have to put away more every month.

Our investment options for education

Save for the best education you can afford with our range of investment plans.

Investo Linked
Investment

Grow your child’s education savings money for a specific term.

Minimum investment

From only R500 per month

Investment period

Choose a fixed initial savings term of 5 years or longer to suit your long-term goal.

Features and benefits

Choice of particular investment funds and solutions to suit your needs and goals.

Benefit from a loyalty bonus if you stay invested.



Grow your savings money for a specific 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

Grow your money by keeping it invested until you need it.

Features and benefits

Access your money whenever you need it.

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

Choose suitable investment portfolios to protect your money.
Grow your money in a very adaptable investment.

Investo
Endowment

Grow your savings money for a specific term while getting estate planning and tax benefits.

Minimum investment

From only R500 per month

Investment period

Choose an initial savings term of 5 years or longer to suit your long-term goal.

Features and benefits

Enjoy tax-efficient growth if you are in a higher income tax bracket.

Choice of particular investment funds and solutions to suit your needs and goals.

Benefit from a loyalty bonus if you stay invested.
Grow your savings money for a specific term while getting estate planning and tax benefits.

Flexible Endowment Option

Secure your family's financial well-being and save for your child’s education with tax and estate planning benefits from R1 000 per month and a lump sum amount of R50 000.

Unit trusts

Start investing with R250 per month or a lump sum amount of R2 000 and watch your money grow. Use it to give your children a good education and a great start.

Momentum Securities

Create your wealth and leave behind a legacy. Invest in stockbroking solutions designed to meet your needs and goals.

Online Savings Solution

Our online unit trusts provide investment solutions, intentionally built around your needs. Start investing online from only R250 per month.



Your education savings action plan

Sit with your financial adviser and run the numbers to see how much you should be putting away every month and for how long.

Define your child’s goals.
Craft a plan to achieve them.
Stick to your plan.


Need financial advice?

With sound financial planning, a financial advisor can help you get started, avoid costly mistakes and grow your money.

Contact Momentum
Investments and Savings

Wealth





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

Investo





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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