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page.keywordsFlexible Investment Option
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Flexible Investment Option

In the modern age we like to live freely. We don’t like just anyone telling us what to do, or the burden of rules and restrictions. This can be what you’re looking for in an investment – the freedom to tailor it to meet just what you need, and no regulatory restrictions. You can access it when you want and even request to withdraw a regular amount to supplement your income if you want to. You can change it when your circumstances change.

You invest so that you have enough for your needs on your journey to success. We know it’s unique – whether you’re investing in your children’s education, a dream or leaving a legacy.

Minimum investment

A lump sum of R50 000.
A regular debit order of R1 000 per month.


Choose from a wealth of investment solutions. Minimise the tax you pay. Take up your 20% a year to supplement your income.

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Investment period

You can keep your money invested until you’ve achieved your goal, or take it out when
you need it.

How can the Flexible Investment Option help you?

It gives you the flexibility and freedom you need to invest without restrictions.

You choose how you would like to invest, and how much you want to withdraw whenever you need to.

You also choose the most suitable investment solutions to help you achieve your goal. The longer you stay invested, the better.

Is it for you?

You want a flexible investment solution.
You always want easy access to your money.
You want the choice to supplement your income with regular withdrawals from the investment.

When is it not for you?

If you find it hard to keep your hands off your investment money.

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Frequently asked questions

Who can invest?

Individual investors, trusts, companies, close corporations, and non-taxable entities.

Which investment solutions can I choose?

  • Our flagship range of local and offshore unit trusts.

  • Other investment solutions managed by Equilibrium, Momentum Outcome-based Solutions, Momentum Asset Management and Momentum Securities.

  • Unit trusts and investment solutions from other investment managers.

Your financial adviser will help you choose the most suitable investment solutions.

Can I invest more?

Yes, and you can request a yearly increase if you invest a regular amount.

Can I make changes?

Yes, you can choose other investment solutions if your needs change.

Can I withdraw?

Yes, but leave R20 000 if you take some money. When you cancel, you can take it all.

Can I cancel my investment?

Yes, subject to certain rules set out in the terms. You could get back less than what you have invested.

Need financial advice?

A financial adviser can help you with financial and investment planning on your journey to success.

Contact us

Local investing: Momentum Wealth

Office hours are Monday to Friday from 08:00 to 17:00.

Offshore investing: Momentum Wealth International

Office hours are Monday to Friday from 08:00 to 16:00 (Central Africa Time). Unavailable on weekends.

Unit trusts

Office hours are Monday to Friday from 08:00 to 17:00.

Institutional investing

Office hours are Monday to Friday from 08:00 to 17:00.

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