Momentun Products

Are you looking for maximum liquidity and investment flexibility? The Flexible Investment Option gives you the flexibility to customise an investment portfolio, build a long term investment strategy, or invest for the short or medium term.

Are you in the higher income tax bracket? Do you require an investment product that could help you minimise tax on your investment? The Flexible Endowment Option could be right for you if you have a growth investment strategy and do not require immediate maximum liquidity.

Are you in the higher income tax bracket with investments generating mostly interest or rental income, or attracting capital gains? Do you require more liquidity than a normal endowment? Then the Traded Endowment Option could be the right choice for you.

Commodities have established themselves as a genuine asset class in recent years, and have allowed market participants to obtain diversification and inflation protection. Commodities demonstrate a low correlation with other (traditional) asset classes, and the inclusion of commodities within a holistic portfolio construction can significantly enhance the efficiency of a diversified investment portfolio.

If you are looking for a safe, secure, sound and most importantly, sustainable investment that provides an above-average after-tax return and is guaranteed after five years, then the Guaranteed Endowment Plans offered by Momentum Wealth is the ideal solution for you. Momentum is a leading South African life insurer with a tried, tested and proven track record of innovative solutions and services that fulfill each investor’s needs, whilst providing protection, preservation of capital and excellent returns.

1. Retirement Annuity Option
2. Retirement Preservation Option
3. Retirement Income Option
4. Traditional Annuities
5. Capital Protector
6. Inflation Linked Annuity
7. Rate Protector