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Employee benefits

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Our solutions
Annuities FundsAtWork Umbrella Funds Group insurance Healthcare for Corporates Investments Momentum Retirement Administrators
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Advice that starts with and is built for you

As a trusted partner, we work closely with employers, funds, and institutions to create a flexible advice roadmap tailored to their pressures, goals, and needs. Our highly skilled team of actuaries, financial specialists, accountants, and legal experts, uses smart technology, data-driven insights, and meaningful engagement to provide tailored consulting services.

  • We create a dynamic, adaptive roadmap to financial success understanding your business.
  • We keep advice simple and actionable by avoiding complexity to save time and deliver real value.
  • We use a digitally led, data-driven approach to deliver flexible employee benefits solutions that evolve with a changing landscape.

Advisory services

We provide objective advice across a wide range of products and solutions in the market, not only those offered by Momentum. This ensures clients receive the best advice and the most suitable solutions for their specific requirements.

Asset consulting

We objectively guide you through the complexity of your investments including:

  • Investment strategy design and implementation
  • Portfolio construction.
  • Asset manager selection
  • Solutions tailored to employer and employee needs
  • Transparent investment performance reporting

Healthcare consulting

Improve employee wellbeing, create a healthier and engaged workforce and enhance productivity while optimising healthcare spend

  • Strategic healthcare benefit consulting
  • Independent provider and scheme advice
  • Governance and compliance support
  • Employee engagement and advocacy
  • Data–driven decision making and reporting (analytics)
  • Ongoing market reviews and healthcare trend updates to the committees

Employee benefits consulting

Tailored benefit structures for diverse employee needs

  • Tailored benefit design
  • Unbiased, cost-effective solutions
  • Market review and analysis
  • Improved retirement outcomes through expert advice
  • Data analytics to understand employee behaviour
  • Recommendations that drive meaningful outcomes

Actuarial consulting

Data-driven actuarial insights for long-term financial stability

  • Liability management
  • Post-retirement medical liability strategies
  • Defined benefit fund support
  • Pre-funding strategies
  • Pensioner outsourcing


Member advisory services

Supporting employees on their financial journey

  • Personalised financial guidance
  • Workshops and coaching
  • Induction sessions





Legal and technical consulting

Expert regulatory, governance, and compliance guidance

  • Interpretation of regulatory and legislative changes
  • Governance support for employers and trustees
  • Industry aligned best practice recommendations
  • Technical insights to support confident decision making

Smart, personalised advice powered by real insights

SmartAdvice

Our SmartAdvice solutions turn insights into action by using data and individual risk profiles to deliver personalised financial guidance. It helps employees and employers make better financial decisions that support sustainable long-term outcomes.

SmartInsights

SmartInsights provides clear, data‑driven visibility into how members are progressing towards their retirement goals. It enables funds to track trends, identify risks, and make informed decisions that improve engagement and retirement outcomes.

Momentum Consultants and Actuaries FAQs

We offer fully objective market advice supported by deep technical expertise by actuaries, CFAs, CFPs, chartered accountants, and legal professionals. Because we advise across the industry, not only on Momentum solutions, our guidance is objective, tailored, and built around each client’s needs. Every strategy is backed by data, smart technology, and measurable outcomes.
No. We advise on a wide range of products and providers across the market. Our role is to recommend the most suitable, cost-effective, and sustainable solution for each client based on their goals, pressures, and member needs.
We support employers, retirement funds, boards of trustees, and institutions that require specialised advice across investments, healthcare, actuarial services, and employee benefits. Our solutions scale to meet the needs of large, medium, and small organisations.
Our teams operate objectively and use robust analytics, unbiased market comparisons, and outcome-based frameworks guide them. We also provide transparent performance reporting, so clients always understand how decisions translate into measurable results.

Momentum Consultants and Actuaries resources

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Brochures

Visit resource centre

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Shameer Chothia

Principal Consultant at Momentum Consultants and Actuaries

Rob Southey

Head: Asset Consulting at Momentum Corporate

Henré Prinsloo

Head: Employee Benefits & Actuarial Consulting

Lizette Groenewald

Head: Healthcare Consulting at Momentum Metropolitan Holdings Limited

Other Momentum Corporate employee benefits

Structured Investments and Annuities

We focus on supporting employers, trustees and retirement funds with pre- and post-retirement solutions covering investment and annuity solutions.

Learn more

Group Insurance

One of South Africa’s leading providers of insurance solutions, which evolves to meet the changing needs of our clients.

Learn more

Momentum Retirement Administrators

We partner with funds, trustees, and employers to deliver tailored and efficient retirement administration.

Learn more

Member Solutions

We educate and empower retirement fund members with tailored solutions.


Learn more

FundsAtWork

Our award-winning FundsAtWork Umbrella Funds are a trusted choice for South Africa’s workforce. They offer comprehensive retirement, group insurance solutions and value-added services.

Learn more

Dragonfly

A next-generation, technology-driven benefits platform that makes it easy for employers and members to access, buy, and manage their benefits.

Learn more

Contact Momentum Consultants and Actuaries

[email protected]

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