LOCAL INVESTMENT PLATFORM
Momentum Wealth
We 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.
Platform benefits
Our comprehensive range of products and investment solutions enables your financial adviser to help you structure your personal investment portfolio for optimal tax efficiency and craft it to suit your unique circumstances and goals.
Investment solutions
From basic unit trusts and personalised model portfolios to exchange-traded funds, direct shares and personal share portfolios, as well as other specialised investment products.
Tax efficient
Use our diverse range of investment and retirement products to optimise the tax efficiency of your investment portfolio.
Investment reporting
Together with your financial adviser, you can stay on top of your investments with convenient access to your investment statements wherever you are.
Our products
Our comprehensive range of products helps you structure your personal investment portfolio for optimal tax efficiency.
Retirement Annuity Option
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.
Retirement Preservation Option
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.
Retirement Income Option
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.
Flexible Tax-free Option
Minimum investment
From R15 000 lump sum; from R500 per month.Investment period
Keep your money invested until you need it.Features
Access your money whenever you need it.Enjoy tax-free growth.
Choice of particular investment funds and solutions to suit your needs and goals.
