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Momentum is a financial services company and provider of healthcare, insurance and investment solutions in SA.

TWO-POT RETIREMENT SYSTEM

Get expert guidance

Curious about the 2-pot retirement system? Contact us today to make informed financial decisions or learn how to access your funds with ease.

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MOMENTUM INVESTO

Two-pot retirement system - simplified!

From 1 September the way you save for retirement changes. Find out all you need to know about the two-pot rules and enjoy new ways to save for your goals and retirement with Investo.

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MONEY HEROES SEASON 4

Become your own money hero

Catch the 9-part web series of Money Heroes with advice to help you move closer to your financial goals. PLUS partner with a financial adviser to put #AdviceForSuccess into action.

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Tax season 2024

Get your tax certificates today

Skip the long queues and beat the tax season rush by requesting your tax certificates online.

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MOMENTUM INSURE

Stay safe with Accident Alert

Activate our Free Accident Alert feature on the Momentum App to automatically dispatch emergency responders when you're involved in a car accident.

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medical aid

Get a quote and start saving today

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life insurance

Get your discounted quote in 3 minutes

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car and home insurance

Protects the things you love, and keeps you safe

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investments

Start saving and achieve your goals

Start investing online
medical aid

Get a quote and start saving today

Get an online quote
life insurance

Get your discounted quote in 3 minutes

Get an online quote
car and home insurance

Protects the things you love, and keeps you safe

Get a quote
investments

Start saving and achieve your goals

Start investing online

Keep your success in motion

Start your journey to success by taking steps to achieve your money, health and safety goals.

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estate planning

Draft your free online Will

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momentum body age

Calculate your Body Age in a few easy steps

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momentum safety alert

Keeping you safe at the touch of a button

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Included medical aid benefits - Side Tabs

  • In-hospital Benefit
  • Health Platform Benefit
  • Day-to-day Benefit
  • Chronic Benefit

In-hospital Benefit

This Major Medical Benefit covers hospitalisation as well as some out-of-hospital procedures that can be performed in a doctor's room, day hospital, or out-patient facility.

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Health Platform Benefit

A unique benefit that encourages health awareness, enhances quality of life and gives peace of mind through preventative care and early detection tests.

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Day-to-day Benefit

For everyday medical expenses. The Day-to-day Benefit covers routine medical costs like doctors' visits and prescribed medication.

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Chronic Benefit

Ensures you're covered for certain life-threatening conditions, such as diabetes and heart disease, that need ongoing treatment.

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Momentum Medical Scheme options

With Momentum Medical Schemeopen_in_new, you have access to a wide range of medical aid options and industry-leading benefits. Whether you’re a student looking for the most affordable medical aidopen_in_new, a young professional, or a breadwinner who needs extensive cover for your whole family in South Africa, we’ve got you covered.

Speak to an adviser Press release (pdf) open_in_new

Rewards from big brands!

Choosing wellness means great discounts from our various Multiply partners.

You can also earn a percentage of your spending in HealthReturns+ when you shop at our HealthReturns+ partners. Use the following partners: Pick ‘n Pay, Dis-Chem, Clicks, Woolworths, Makro, Travelstart, Garmin, Ultrahuman, PUMA, Virgin Active, Planet Fitness, Nu Metro, and more!

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Advised clients on average get 3% higher annual returns on their investments.

Statistic about South Africans getting real value that improves their financial wellbeing with a financial adviser.

83% of advised South Africans stay financially secure during tough times.

Statistic about South Africans getting real value that improves their financial wellbeing with a financial adviser.

Join the 90% of South Africans who get real value from financial advice.

Statistic about South Africans getting real value that improves their financial wellbeing with a financial adviser.

*Source: Financial Planning Institute, The Adviser Advantage

Partner with a financial adviser

Your dreams, our expertise.

Team up with a skilled financial adviser and discover the power of #AdviceForSuccess. 

Together, you’ll create a personalised financial plan designed to help you conquer challenges, sidestep costly mistakes, and stay laser-focused on turning your dreams into reality.

Get advice Learn more

In the spotlight

Get the inside scoop! Stay ahead with the latest news, special offers, and smart financial tips - because better decisions start here.

  • Momentum Body Age

    Calculate your Body Age in a few easy steps

    Answer a few lifestyle questions to calculate your Body Age and discover if you're young-at-heart or at risk of disease.

    Learn more
  • FINANCIAL ADVICE

    The right advice matters

    Empower your financial success. Speak to a financial adviser to protect what matters, grow your wealth, and secure your financial future.

    Speak to an adviser
  • MOMENTUM TRUST

    Draft an executable Will to protect what matters

    Secure a legacy with Will drafting services that make your last wishes clear and protect loved ones from death-related costs.

    Learn more
  • FRAUD ALERT

    Scam activity on the rise – protect yourself!

    Momentum Group has seen a rise in impersonation scams targeting clients. Stay alert and always verify any suspicious communication. Report fraud, unethical behaviour or irregular activity to: [email protected].

    Learn more
  • JOURNEYS TO SUCCESS

    Financial advice that fits - because one size never does

    Momentum’s latest campaign highlights our commitment to financial advice, ensuring every client’s journey is guided by context and tailored to their needs.

    View TV commercial

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