Momentum Wealth

Investing is personal. For 30 years, Momentum Wealth has worked with financial advisers to support clients through advice-led investing, access to investment solutions and reliable investment platform support. This milestone recognises the partnerships that have shaped our journey and the future we continue to build together. Momentum Investments #wealth #30years

Are you looking for opportunities to grow your offshore advisory business? With our comprehensive services, advanced insights, and technical support, we can help you deliver tailored investment solutions to more clients who want to invest offshore. Speak to your Momentum consultant or visit our website for details. Learn more at momentum.co.gg #investments #globalcitizen #offshore #advisers #probate #situstax Momentum Investments

"It's about restructuring the retirement portfolio so that the maths works for you, rather than against you."- Martiens Barnard, Marketing Actuary at Momentum Investments 👾 Read the full article here: https://buff.ly/2zZRB26 Momentum Investments

A report by our economics research desk on the latest interest rate decision by the Monetary Policy Committee of the South African Reserve Bank. #investments #mpc #sarb

A document prepared by our economics research desk on the latest figures for consumer price inflation. #investments #cpi #inflation

Offshore investing is not a box to tick. It's a set of decisions that all need to work together. For most South African clients, investing offshore is rarely about a single goal, says Eugene Taljaard, Regional Manager at Momentum Wealth International. It combines diversification, risk management and the need to structure wealth effectively for long-term wealth creation and intergenerational transfer. One of the strongest behavioural drivers is home bias, which is the tendency to favour familiar local markets. In a South African context, that often results in portfolios concentrated in a relatively small opportunity set. Investing offshore directly addresses this by widening exposure across geographies, asset classes, sectors and companies that aren't accessible locally. Momentum Wealth International accommodates different ways for clients to externalise capital, from personal offshore allowances to prudential limit capacity provider arrangements for trusts, companies or individuals who have already used their allowances. Two core solutions are on offer: the Global Wealth Investment, which is simpler in structure and gives clients flexible access to their money, and the Global Wealth Endowment, built for longevity and legacy, with a wider range of succession features for intergenerational planning. For advisers, the key is to anchor each step in the client's objective. Speak to your Momentum consultant for more information about how offshore investing can help clients build and protect their financial dreams globally, or visit Momentum Wealth International's website: https://brnw.ch/21x5Ulq #OffshoreInvesting #WealthManagement #FinancialAdviser #MomentumWealthInternational #MoneyMarketingSA

Do you want to help your clients avoid probate and situs tax complexities? Our endowment options offer flexible structuring opportunities for peace of mind and efficient estate planning solutions. Speak to your Momentum consultant or visit our website for details. Learn more at momentum.co.gg #investments #globalcitizen #offshore #advisers #probate #situstax Momentum Investments

Looking back on 30 years. Investing in the future. Hymne Landman, CEO at Momentum Wealth, looks back on Momentum's 30 years of building the partnerships that have shaped its journey and the future it continues to build with advisers and clients, in Blue Chip Journal. #investments #partnership #advisers #wealth Momentum Investments https://lnkd.in/dbKbvhUU

Momentum Wealth celebrates 30 years of partnerships and personalised investing https://lnkd.in/dFAzEv6k Momentum Wealth

Living longer is great, but you don’t want to run out of retirement income. Learn how to plan for longevity risk and maintain a steady income throughout your life. Visit our Reimagining Retirement page here: https://lnkd.in/dTH5PKX3 https://lnkd.in/dUJ_3fFD