Momentum Investment

Corporate
Individual

Momentum is the spark that drives us forward on our journey through life—partner with us to harness this powerful energy and turn your dreams and goals into reality. With our expert financial solutions and products, we’re here to support you on your path to success.

Who we are and what we do

Momentum was established in 1966. Through strategic acquisitions and mergers, the company became known as Momentum in 1973 when Momentum Assurance Corporation was acquired.

Since then, we've been offering a secure future for you and your loved ones by providing financial advice, supported by innovative product solutions and excellent service to all our clients.

Our purpose

We want to help businesses and people from all walks of life achieve their lifetime goals and aspirations.

Our vision

To partner with you as your preferred and trusted insurer of choice.

Each chapter in our brand story encourages you to make smart financial decisions, constantly move forward, and never settle for the status quo. Because we know that we are all driven by an energy, a force that moves us further along our life journey. It's a drive for success that motivates us to get back up when we are down. It's called momentum.

Articles by Momentum Investment 2025-2026:

The power of understanding financial behaviour April25 edition

Investing globally: The benefits of diversification May25 edit

Investing globally: The benefits of diversification May25 edition

Rand fatigue? Use the G.L.O.B.E. June25 edition

Choosing a global unit trust has never been this easy July25 edition

Capital Protector: A practical approach to retirement certainty August25 edition

What makes Momentum Wealth International a compelling offshore platform? October25 edition

Enhancing your advice proposition November25 edition

Multi-asset-class portfolios: A wise choice for withstanding market shocks December25 edition

Why advisers hold the key to client peace of mind when it comes to retirement decisions January26 edition

Momentum Investments’ Market review and macro-outlook summary for January 2026

How to stretch retirement savings without chasing unrealistic returns February26 edition

Preparing for the great wealth transfer: What you need to do now March26 edition

Preparing for the great wealth transfer: What you need to do now March26 edition

How to stretch retirement savings without chasing unrealistic returns February26 edition