Our award-winning Momentum Wealth Investment Series includes the following investment and retirement products:
- Positive Return Fund
- Flexible Investment Option
- Flexible Endowment Option
- Traded Endowment Option
- Retirement Annuity Option
- Retirement Preservation Option
- Retirement Income Option
After selecting the most appropriate product or investment wrapper for your needs, you can choose from the widest range of investment funds from leading local and international fund managers.
Momentum Wealth provides simple, cost-effective investment solutions designed to cater for all market conditions, enabling you to meet reasonable return expectations. We offer you a simplified route to choosing the funds and portfolios that best suit your risk and return objectives. You can select local and international funds from our Managed Solutions, Core Portfolio and/or FundShop range, which provide diversification across asset classes, funds, fund managers, risk profiles and currencies.
Momentum Wealth is proud to be the winner of the “Investment Product Supplier of the Year" award from the Financial Intermediaries Association (FIA) for the past three years (2009, 2008, 2007).
To find out more about the Momentum Wealth Investment Series, please contact your financial adviser or a Momentum Financial Planner.
Last updated 16 July 2012 18:21