B2B Central

Momentum Wealth

05 Dec 2024

Personalised certainty for unique income needs

By Staff Writer

By: Fareeya Adam, CEO: Structured Products and Annuities at Momentum Wealth A guaranteed annuity can help people on their financial journey by protecting their income against market fluctuations and making sure that they have an income for as long as they need it. Our wide range of annuity products and options can meet different income...
15 Feb 2024

What a tax-free investment should ideally be used for in a financial plan, and what not

By Staff Writer

By: Pierre Jean Marais, Retail Marketing at Momentum Wealth As financial planners and wealth managers, our goal is to craft effective strategies tailored to people’s unique needs. Tax-free investments (TFIs) offer valuable opportunities to address key financial planning objectives, including retirement planning and setting future generations up for financial independence. Let’s explore the most appropriate...
01 Feb 2024

Tax-savvy ways to provide for retirement

By Staff Writer

By: Hymne Landman, Head of Momentum Wealth Tax is such an integral part of our lives that almost every financial decision your clients make has a tax implication. Tax is a crucial consideration for any financial plan, but it can be complicated and confusing for clients. For many, it is a sensitive and personal subject...
25 Jan 2024

Navigating uncertainty with personalised control

By Staff Writer

By: Fareeya Adam, Head of Guaranteed Annuities at Momentum Wealth In today’s complex and unpredictable financial world, ensuring financial stability is more crucial than ever. Like many others globally, the South African market is dealing with the fallout from pandemics, political uncertainty, and major global events. These issues cast a shadow over investments, making the...
06 May 2022

Momentum Wealth partners with FNZ to reshape the SA investment platform landscape

By Staff Writer

Momentum Wealth has partnered with global investment platform provider, FNZ, to invest and optimise platforms through technology innovation.
25 Mar 2022

Using a personal share portfolio in a living annuity

By Staff Writer

A PSP is an investment component inside a living annuity that can be used to create a bespoke investment portfolio for a client.
09 Sep 2021

Celebrating 25 years of helping people on their investment journey to success

By Staff Writer

Momentum Wealth, one of the largest linked investment service providers (LISPs) in SA is proudly celebrating 25 years in the investment industry. “We started doing business as Momentum Administration Services (MAS) in September 1996,” says Hymne Landman, Head of Momentum Wealth.
18 Aug 2021

Embracing a new world for working women

By Staff Writer

When the hard Covid-19 lockdown unexpectedly removed the safety net of day care, schooling and domestic support, many working mothers were confronted with tough decisions, desperately juggling family responsibilities and career ambitions, says Hymne Landman, head of Momentum Wealth at Momentum Investments.
09 Jul 2021

Momentum Investments responds to FSCA penalties

By Staff Writer

Momentum Investments said in a statement today that it’s serious about the role it plays in curbing financial crime. This follows yesterday’s FSCA statement in which the regulator said that it had imposed administrative sanctions on Momentum Wealth and Momentum Collective Investments (MCI), as well as issuing a directive for the entities to take remedial actions.
24 Feb 2021

What advisers want from investment platforms

By Staff Writer

Investment platforms have gone through a spiral of various evolutions over the last decade. To many they are only known as administration platforms, but is this true? I would like to think not.