Momentum wealthWe have a diverse range of investment and retirement solutions, with access to local and global investment markets to suit all investment needs. Whether you want to create and grow your wealth, protect it, or earn an income from it, we have a personal investment solution for you on your journey to success.
Our Products
Our comprehensive range of products helps you structure your personal investment portfolio.
Retirement AnnuityDiscretionaryRetirementGrow your retirement money while benefiting from tax incentives.Minimum investment
From R50 000 lump sum; from R1 000 per month.Investment period
Access your benefits from age 55.Features
Deduct the money you invest from tax.
Enjoy tax-free growth.
Wide choice of investment funds and solutions to suit your needs and goals.Learn MoreRetirement PreservationPreserve and grow your retirement money when you change employers. Minimum investment
From R50 000 lump sum.Investment period
Access your benefits from age 55.Features
Enjoy tax-free growth.
Wide choice of investment funds and solutions to suit your needs and goals.Learn MoreRetirement IncomeChoose to protect a portion of your retirement income for as long as you live. Minimum investment
From R50 000 lump sum.Investment period
For as long as you live, provided that there is money to pay you an income.Features
Choose and adapt your income level within the regulated limits.
Enjoy tax-free growth.
Wide choice of investment funds and solutions including the new Guaranteed Annuity Portfolio.Learn More
Not sure which product is right for you?
View our product suitability matrix
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