Savings and investment solutions for life
Wherever life takes you from 18 to 80, you're at the perfect stage to benefit from Momentum's savings, investment and retirement solutions. Tailored to meet your context, our solutions empower you to move forward with confidence.
Speak to a Momentum-accredited financial adviser for a savings solution aligned with your financial journey and goals.
Saving at any age and
life stage
Your needs and goals change with every life stage and so should how you save
and invest.
It’s possible to save for short-term needs, like plugging an emergency gap, to medium-term needs, like buying a car or having enough money for a house deposit. For long-term needs, you can save by contributing to university fees for your children, so they don’t enter the world burdened with debt. The most crucial long-term saving will be for retirement, and it’s essential to understand how you can retire and maintain your standard of living.
Connect with a Momentum-accredited financial adviser to build a plan that supports your goals through life.
Discover multiple ways to start your savings and investment journey
From your first pay check to your well-earned golden years, and every unexpected chapter in between, we understand that every life journey is unique. You can knock on three doors for a Momentum savings and investment solution to meet your context and evolve as you do.
Invest regularly
No matter where you are in life, saving shouldn’t feel out of reach. With Momentum Savings, you can invest regularly. Whether you're saving for retirement, your child’s education, or simply a more secure future, we’ll help you grow your money steadily, with solutions tailored to your goals.
- Invest from R500 a month
- Add once-off contributions
- Enjoy built-in benefits like bonuses and payment breaks
- Protection if you can’t contribute.
Invest a lump sum
Are you planning for retirement, growing your portfolio, or looking for tax-efficient options? Momentum Wealth offers tailored investment solutions to help you grow, protect, or draw an income from your capital.
- Start with a lump sum from R50 000
- Invest monthly from R1 000
-
Access both local and global markets
- Wide range of products to suit your needs
Invest long-term
Enjoy the retirement you’ve earned with the Life Horizon Annuity, part of the Golden Income With-Profit Annuity, from Momentum Corporate. Available to FundsAtWork members, it offers a smart balance of steady income now and growth for the future so you can retire worry-free.
- A minimum investment of R100 000
- Guaranteed income for life
- Protection from market ups and downs
- Protection for your loved ones when you pass away
Empower your savings journey with helpful resources
Get inspired to fuel your savings goals with tips and expert insights from our blog and podcast.
Why people struggle to save
Andile Jonas, Head of Marketing at Momentum Savings, and Paul Nixon, Head of Behavioural Science at Momentum, reflect on what drives financial behaviour.
Join the conversation
Get more financial inspiration to #GainMomentum.
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Need expert advice?
Regardless of your life journey, our savings and investment solutions, combined with financial advice tailored to your needs, help you stay confident about your financial future.
Ready to build a financial plan that supports your savings goals at every stage? Partner with a financial adviser today!