Momentum is a trusted partner on your journey to financial wellness. We guide you by offering leading advice, products and services.
We are committed to helping you fulfill your lifelong financial needs, by providing relevant and unique solutions to suit your budget and individual circumstances. It is our aim to build and maintain enduring relationships by providing transparent, simple and effective communication.
Our broad range of advice, insurance, investments and health offerings give you the best possible financial solution, because good financial wellness enables you to achieve your purpose in life.
Our vision is to satisfy the wealth creation and preservation, insurance and income needs of clients through our deep understanding of the upper retail insurance, savings and investment market in South Africa.
We commit to fulfil your lifelong financial needs by:
Providing value-for-money solutions that are relevant and unique
Engaging in a transparent, simplified and effective manner
Building enduring partnerships
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