Invest and grow your wealth | Momentum Investments

Tax-free investing

With a tax-free investment, your money grows without it being taxed - you pay no income tax, no tax on dividends, and no capital gains tax.

Learn more

Save for your retirement

Take responsibility for your financial power - start saving for your retirement today so you can live a comfortable life in your golden years.

Learn more

Offshore investing

The key to a balanced portfolio is to invest offshore. This helps you minimise the risk of capital loss by spreading your investments across different markets and currencies.

Learn more

Retirement reimagined

You can choose to protect a portion of your retirement income for as long as you live with the Guaranteed Annuity Portfolio. Enjoy certainty and flexibility in 1 retirement income solution.

Learn more

Invest with us - local and offshore investing

We offer 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.

A futuristic, round, glass and steel office building with an abstract and asymmetric curved roof.

Retirement

Invest towards your financial independence or choose from our range of investment and income solutions if you’re close to retirement.

Learn more

Smiling little child wearing glasses and holding books above her head.

Tax-free investing

Use our investment solutions to optimise tax incentives when investing towards a brighter financial future.

Learn more

Low angle view of the gherkin, formerly Swiss Re Tower.

Offshore investing

Explore offshore investing opportunities to broaden your horizons and diversify your investment portfolio.

Learn more

Earn an income

Earn an income from your wealth. Choose from a wide range of income solutions to guarantee the income payments for a specified period or for the rest of your life.

Learn more

Fact sheets

Local platform

Offshore platform

Who we are

Innovation, excellence, integrity, accountability, team work and diversity are our values, underlying our primary purpose, which is to help clients stay invested.

Learn more

The team

Our culture sets the foundation of our decision-making process. Our values of integrity, diversity, accountability, innovation, excellence and teamwork serve as our guiding principles in everything we do.

Learn more

Latest events

Explore global equity with the 'Magnificent Eleven' | March 2024

After a whirlwind year for global developed market shares in 2023, what will 2024 hold in store, and will the 'Magnificent 7' continue to reign supreme? We hosted a webinar discussing our outlook for global equity markets, the 'Magnificent Eleven' investment managers and where they are finding opportunities, and two funds for the long run – the Momentum GF Global Equity Fund and Momentum GF Global Sustainable Equity Fund.

Learn more

See all events

Follow us for more insights into your investments

Need financial advice?

A financial adviser can help you with a financial plan to start your investment journey.

Request a call back Find an adviser

Tax-free investing

Save for your retirement

Offshore investing

Retirement reimagined

Invest with us - local and offshore investing

Retirement

Tax-free investing

Offshore investing