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Momentum Investments

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With us, it's personal. Momentum Investments helps you grow your wealth, whether you’re an individual saving for your retirement, a business looking to build your portfolio or a financial adviser in need of practical tools and customised solutions. We understand that your investment isn’t just another investment. It’s unique to you.
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A group of graduates with their caps raised

A major milestone in the evolution of professional certification in financial planning.

The Capstone Course, introduced in January 2025, represents a transformative shift in the assessment of aspiring CFP® professionals. Designed to simulate real-world financial planning...
Kingsley Williams, Chief Investment Officer at Satrix

What 25 years as a market pioneer taught us about south african investing

Satrix is making investing accessible, affordable and effective for everyone. Kinsely Williams, Chief Investment Officer at Satrix explains how.
succession planning

Succession Planning for Independent Financial Advisors in South Africa 

Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services
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