Investments for individuals

Are you ready to keep your money safe and grow your wealth? The question is, what are the most suitable investment options in South Africa for your unique needs? Whether you want to invest a lump sum amount or build savings monthly. With our wide range of savings plans and investment solutions, we can help you achieve your financial goals.

Investment expertise strengthened by our values and philosophy

We offer a wide spectrum of investment services and solutions to both individual and institutional investors. Our technology and processes ensure we not only improve the probability of delivering on our investment promises, but also provide clients with innovative platforms, always giving them complete oversight of their investments.

Outcome-based investing philosophy

Our outcome-based investing approach is more than an investment philosophy – it’s a belief system defining the way we manage and grow your investments. We never take shortcuts with short-term solutions for your long-term goals and help to show you that future goals cannot be achieved by relying on past benchmarks.

What is outcome-based investing?

Whether it’s investing for a comfortable retirement, taking that dream holiday or securing your child’s education, we all have life goals that require money. We understand this and know that each investor is unique, which is why we help construct investment portfolios or funds based on what you want to achieve, how much you must invest, and when you need the money. This forms a solid foundation for achieving your investment goals.

Investing with a purpose

Outcome-based investing is about placing your goals at the centre of the investment process.

It’s about:

Construct portfolios around your goals, not an arbitrary peer group.

Maximising the probability of you achieving your unique goals.

Ensuring portfolios remain flexible, adaptable, and diversified.

Ensuring an attractive risk-adjusted return that provides a more consistent investment experience over time.

Limiting the risk and temptation of market timing.

Momentum Investments

You’re ready to keep your money safe and grow your wealth. The question is, what are the most suitable investment options in South Africa for your unique needs? Whether you want to invest a lump sum amount or build savings monthly, with our wide range of savings plans and investment solutions, we can help you achieve your financial goals. for more information on products that we offer go here…