MOMENTUM WEALTH
Invest with us - local and offshore investing
We offer diverse wealth-building investment and retirement solutions, giving you access to local and global investment markets to suit your financial dreams.
Whether you want to create and grow your wealth, protect it, or generate an income from it, we have a personalised investment solution to support your journey to financial success.
Retirement
Invest towards your financial independence or choose from our range of investment and income solutions if you’re close to retirement.
Tax-free investing
Use our investment solutions to optimise tax incentives when investing towards a brighter financial future.
Offshore investing
Explore offshore investing opportunities to broaden your horizons and diversify your investment portfolio.
Fact sheets
Building your wealth
Latest events
Momentum without borders: Empowering global investment advice
At our Momentum Wealth offshore investing roadshow, we shared practical, forward-thinking strategies to help financial advisers navigate the increasingly complex offshore investment landscape. Our investment experts unpacked key aspects of global investing, from market dynamics and behavioural trends to structuring considerations and product innovation. It’s all about empowering advisers with the tools to offer holistic, future-fit global advice.
Global Citizen Masterclass
In April 2023, we started our Global Citizen initiative to assist our advisers, and clients, to navigate the challenging world of global financial planning globally. By presenting the many challenge the ‘global citizens’ and their advisers face when doing financial planning globally, we set out to make a positive contribution towards reaching clients’ financial goals. Now, two years and close to 4 000 viewers later, we can proudly say that we managed to achieve our goal, learning with you through the process. On 10 April 2025, we presented our fifth installment in our Global Citizen Masterclasses. During this session, we focused on South African tax residents emigrating and those residents living and working abroad. We honed in on the risks of taxation upon death and the use of trusts as part of the international estate and financial plan.
Follow us for more insights into your investments
To enhance your user experience on our site, learn more about our supported browsers