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Toddler in blue dress looking out the window to symbolise looking ahead at the prospect of a bright financial future.

Save for your children’s future

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

Why save for 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 and invest, the more options your child will have.

When should you start saving?

Be as smart as you want your child to be one day. Start early, and save every month. The later you start, the more you’ll have to put away every month.

Your action plan

You’re not only budgeting for tuckshop money. 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.

Investo Linked
Investment

Grow your savings money for a specific term.

Minimum investment

From R500 per month

Investment period

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

Features

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

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.

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 R500 per month

Investment period

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

Features

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 children’s education with tax and estate planning benefits.

Unit trusts

Stay invested, watch your money grow and use it to give your children a good education and good start.

Momentum Securities

Create your wealth and leave behind a legacy. Investment 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.




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 08:00 to 16:30. Closed on weekends and public holidays.

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