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Savings plan

Savings plans to get you started on your goal-based investment journey.

Whether you want to save for an emergency fund, a home deposit or a car, the right savings plan will set you up for success.

Setting financial goals is the first active step you need to take to become financially secure.

To stay focused on your goals, you should make them realistic and revisit them regularly.

SMART goal setting is a technique you can use for any goal setting that can set you up for success.

Get #AdviceForSuccess. Speak to a financial adviser who can help you set up your investment plan.

Request a call back

The best savings options to achieve your goals

Save for a goal with Momentum Savings and invest the way you want with a linked investment or endowment savings policy from just R500 pm.

Investo Linked Investment

Grow your savings money for as long as you wish.

Monthly contribution

From only R500 per month.

Investment period

You can withdraw any time you want to but, for the best results, choose an initial savings term of
5 years or longer to suit your long-term goal.

Features

Choose from many investment funds to suit your needs and goals.

Get rewarded with a loyalty bonus for staying invested.

Unlock these optional benefits

Unlock these optional benefits
Loyalty bonus
We reward you with a bonus if you stay invested for 5 years.

Investment booster
With our Enhanced Allocation benefit, if you invest above a certain amount, we boost your investment by adding money from our pocket.

View brochure (pdf)

Investo Endowment

Grow your savings money for a specific term while getting estate planning and tax benefits.

Monthly contribution

From only R500 per month.

Investment period

Choose a fixed initial savings term of 5 years or longer to suit your long-term goals.

Features

Enjoy tax-efficient growth if you are in a higher income tax bracket.

Choose from many investment funds to suit your needs and goals.

Get rewarded with a loyalty bonus for staying invested.

Unlock these optional benefits

Unlock these optional benefits
Loyalty bonus
We reward you with a bonus if you stay invested for 5 years.

Protection
With our Contribution Replacer benefit, you can insure yourself so that we invest on your behalf if you cannot make contribution due to disability.

Guarantees
We can guarantee that your capital will be safe if you choose this benefit, or that your money grows by a certain percentage.

Investment booster
With our Enhanced Allocation benefit, if you invest above a certain amount, we boost your investment by adding money from our pocket.

View brochure (pdf)

Achieve your personal savings goals

Speak to a financial adviser about a Momentum savings plan to help you achieve your personal goals.

Request a call back Find an adviser

A savings plan that gives you more

Save SMARTLY

SMART goal setting is a technique you can use for any goal setting that can set you up for success.

Specific You can't get what you want if you don't know what you want.

Measurable Goals that require you to push yourself often result in higher levels of self-satisfaction.

Achievable One of the biggest obstacles to achieving a goal is setting your expectations too high. If that means taking smaller steps, that's okay.

Realistic Are you committed enough? If your goal is to save R500 per month towards your next holiday, are you prepared to make the financial sacrifices now?

Time-based Give yourself a time frame to achieve your goal. It will encourage you to follow through, stop procrastinating, and keep yourself accountable.

Momentum Savings FAQs

Learn more

Contact Momentum Savings

Investo sales and client services

0860 664 321

+27 11 505 1800

[email protected]

Office hours are Monday to Friday from 08:00 to 17:00. Closed on weekends and public holidays.

Other Momentum contacts