Momentum without borders

In today’s interconnected world, diversifying beyond South Africa’s borders is no longer a luxury; it’s a strategic necessity. By offering clients access to global economies, hard currencies, and new sectors, offshore investing becomes a critical tool for long-term growth, wealth creation and risk management.

Momentum Wealth International

Momentum Wealth International offers a seamless and secure offshore investment platform. With over 25 years of expertise and cutting-edge technology, it empowers clients to achieve their financial goals globally through trusted long-term partnerships with financial advisers.

New products

Global Wealth Endowment

A structured five-year endowment that offers a tax-efficient way to invest. This option is ideal for South African tax residents seeking pure offshore exposure while benefitting from comprehensive succession planning opportunities.

Global Wealth Investment

A flexible, open-ended investment structure ideal for clients who require liquidity and simplicity, who want to manage their own tax affairs or live in tax-neutral jurisdictions. The Global Wealth Investment is particularly well-suited for clients who have emigrated or are considering emigration.

Videos

Investment options

Two distinct investment options are available through the platform to meet the offshore investing needs of a wide variety of South African clients. These solutions provide flexibility and choice, making it easier for advisers to align product features with their clients’ personal goals.

Online capabilities video

Take a sneak peek at new digital capabilities being developed to help streamline workflow, save time, and enhance the client experience.


Supporting information

For more information, download the brochure you're interested in below.

Contact one of our specialists

Adele Bothma

REGIONAL MANAGER: MOMENTUM WEALTH INTERNATIONAL

T: +27 (0)83 749 8716
E: [email protected]

Eugene Taljaard

REGIONAL MANAGER: MOMENTUM WEALTH INTERNATIONAL

T: +27 (0)72 826 7544
E: [email protected]

Hannes Esterhuyse

Hannes Esterhuyse

REGIONAL MANAGER: MOMENTUM WEALTH INTERNATIONAL

M: +27 (0)82 922 1536
E: [email protected]

Marius Cilliers

Marius Cilliers

REGIONAL MANAGER: MOMENTUM WEALTH INTERNATIONAL

M: +27 (0)82 888 4371
E: [email protected]

Real adviser stories

We believe in building strong partnerships with financial advisers who help clients navigate the world of offshore investing. Here s what they said about their journey, their clients, and working with us.



"It's not just about the numbers."

What she likes most about being a financial adviser is helping clients make smart investment decisions to help them protect their hard-earned savings, says Marise Reinach, head of financial planning at Brenthurst Wealth Pretoria.

"Flexibility, simplicity, and support."

Maria Smit, financial adviser at Brenthurst Wealth, says her role is fulfilling because she sees clients go from being unsure to confident about their finances, guiding them to their financial goals.

"A long-term perspective is important."

If you have good habits, you put them into practice and you’re consistent, you can create wealth in your lifetime and for your kids, says Kersti Stevens, financial adviser at Momentum Financial Planning.

"Spread your risk outside of South Africa."

Toelie van der Walt, financial adviser at Momentum Financial Planning, says the main factors when choosing a platform partner for offshore investments are simplicity and good service. "If you call somebody and you need help, they are immediately available."

"Building a more resilient financial future.”

The feedback that we receive from our clients is that they are very comfortable with the Momentum Wealth International portal and that they are able to navigate themselves to get information on the investments when they need it, says Dulcie Weyks, principal at PSG Wealth Waterkloof.

Contact us

0860 546 533

[email protected]
Office hours are Monday to Friday from 08:00 to 17:00.
+27 12 684 5008

[email protected]
Office hours are Monday to Friday from 08:00 to 16:00 (Central Africa Time). Unavailable on weekends.

Momentum Wealth International (Pty) Ltd (Registration number 1987/004655/07) is an authorised financial services provider (FSP623) and part of Momentum Group Limited.

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