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Affordable medical aid

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Benefits
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Short-term insurance cover

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Life insurance cover

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Life cover Disability cover Income protection cover Critical illness cover Home loan protection Functional impairment cover
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Local & offshore investing

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Long-term savings plans

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Estate planning

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Will drafting Estate cover Trust administration Deceased estate administration Momentum Estate Plan
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Never settle for the status quo

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Resource centre
Resource centre LOCAL INVESTING
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OFFSHORE INVESTING
OFFSHORE INVESTING Offshore brochures Offshore fact sheets
EVENTS AND WEBINARS
EVENTS AND WEBINARS Wealth Matters Global events Other events
MORE INFORMATION
MORE INFORMATION FAQs Glossary Tools and calculators Tax

EVENTS AND WEBINARS

Wealth Matters

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To make investing personal, we want to equip financial advisers with future-proof business solutions that humanise the digital experience and drive us together into the future. Wealth Matters, our not-to-be-missed annual event, will do just that: Harmonise digital solutions and the human touch.

2025

2021

Value proposition in a disrupted world by Jeanette Marais (YouTube)
Value proposition in a disrupted world by Jeanette Marais (pdf)
Accepting the certainty of uncertainties… by Andrew Hardy (YouTube)
Accepting the certainty of uncertainties… by Andrew Hardy (pdf)
Re-imagining retirement income planning by Faryeea Adam and Martin Riekert (YouTube)
Re-imagining retirement income planning by Faryeea Adam and Martin Riekert (pdf)
How our future platform will help transform your world Hymne Landman (YouTube)
How our future platform will help transform your world Hymne Landman (pdf)
Future proofing your practice with Equilibrium by Florbela Yates (YouTube)
Future proofing your practice with Equilibrium by Florbela Yates (pdf)
Digital Transformation and our Future State by Mike Stopforth (YouTube)
Digital Transformation and our Future State by Mike Stopforth (pdf)

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