Education savings plan
Set your child up for future success! Start saving for child education with a child education plan.
It's well-known that education doesn't come cheap, especially if you opt for private or overseas education. If you're serious about giving your child the best, you'll need to start preparing early and investing in a child education plan as a first step.
Momentum Savings offers 2 affordable education savings plans.
- Start saving from R500 per month.
- Get a loyalty bonus for staying invested for 5 years or longer.
- We boost your savings if you invest above a certain amount.
Get #AdviceForSuccess. Speak to a financial adviser to help you set up your educational plan.
Ready to invest in an education policy?
If you’re looking for an education plan, with
Momentum Savings, choose from Linked Investment or Endowment. Our financial advisers can help you select the education savings plan that's just right for you and your needs.
Investo Linked Investment
Grow your child’s education savings for a specific term.
Monthly contribution
From only R500 per month.Investment period
You can withdraw any time you want to but, for the best results, choose an initial savings term of 5 years or longer to suit your long-term goal.Features
Choose from many investment funds to suit your needs and goals.Get rewarded with a loyalty bonus for staying invested.
Investo Endowment
Grow your savings money for a specific term while getting estate planning and tax benefits.
Monthly contribution
From only R500 per month.Investment period
Choose a fixed initial savings term of 5 years or longer to suit your long-term goals.Features
Enjoy tax-efficient growth if you are in a higher income tax bracket.Choose from many investment funds to suit your needs and goals.
Get rewarded with a loyalty bonus for staying invested.
An investment that gives you more
Loyalty bonus
We reward you with a bonus if you stay invested for 5 years. It pays back most of your administration fees.
Guarantees
We can guarantee that your capital will be safe if you choose this benefit, or that your money grows by a certain percentage.
Investment booster
With our enhanced allocation benefit, if you invest above a certain amount, we boost your investment by adding money from our pocket.
Protection
With our contribution replacer benefit, you can insure yourself so that we invest on your behalf if you cannot make contributions due to disability or death.