Momentum Menlyn

As the year comes to a close, we want to extend our warmest wishes for a joyful holiday season and a prosperous New Year.

Retirement benefit counselling

We believe in the value of good financial advice. At retirement, clients must make informed decisions about their options.
Your financial adviser is best equipped to guide you through this process to achieve your goals and we recommend that you
get in touch with your adviser to plan for your retirement together.

View PDF:https://sls-fresco.momentum.co.za/files/documents/invest-and-save/retirement-benefit-counselling.pdf

Statistics SA Census 2022: SA population reaches 62 million

This report, produced by our macro research team, visually summarises the main findings of
Census 2022.

In the Moment | October 2023
https://sls-fresco.momentum.co.za/files/documents/invest-and-save/updates-and-news/economic-and-investment-updates/census-2022-chartbook.pdf

Health4Me

Affordable medical insurance for businesses in South Africa

For most of the South African workforce, private healthcare solutions like medical schemes are too expensive. Momentum’s Health4Me offers employer groups cost-effective medical insurance.

- For employees earning less than R30 000 per month.
- Helps reduce absenteeism and improve productivity.
- Extensive Day-to-day and Major Medical Event Benefits from a network of providers.

Talk to a Momentum Menlyn consultant
www.momentummenlyn.co.za | [email protected] | 012 023 0014

With Momentum Medical Scheme, you have access to a wide range of medical aid options and industry-leading benefits. Whether you’re a student looking for the most affordable medical aid, a young professional, or a breadwinner who needs extensive cover for your whole family in South Africa, we’ve got you covered.

Choose from 6 plans:
- Evolve
- Custom
- Incentive
- Extender
- Summit
- Ingwe

Talk to a Momentum Menlyn consultant
www.momentummenlyn.co.za | [email protected] | 012 023 0014

Momentum has won first place in PwC’s Insurance Sentiment Index for the reputational Net Sentiment.

We lead above 15 of the country’s major insurers, with a Net Sentiment score of 40.5%. PwC notes that our team saw high positive engagement from socially relevant campaigns, and we are honoured to be leading in this category.
Thank you, South Africa, for trusting us with your journey to success.

With access to Momentum’s strong financial adviser network and, in partnership with your financial adviser, we are able to offer specialised estate planning solutions for wills, estate administration and trusts.

Talk to a Momentum Menlyn consultant
www.momentummenlyn.co.za | [email protected] | 012 023 0014

Momentum Menlyn offers an obligation-free financial needs analysis.

Talk to a Momentum Menlyn consultant
www.momentummenlyn.co.za | [email protected] | 012 023 0014

Our team comprises a unique blend of specialist skills.
Contact Momentum Menlyn for a financial adviser to help you
www.momentummenlyn.co.za | [email protected] | 012 023 0014

4 ways you can reduce the cost of maintaining a healthy lifestyle

Here’s how you can make the most of your Multiply membership to reduce the financial strain associated with maintaining a healthy lifestyle - https://blog.multiply.co.za/2023/06/26/engage-4-ways-you-can-reduce-the-cost-of-maintaining-a-healthy-lifestyle/

Talk to a Momentum Menlyn consultant
www.momentummenlyn.co.za | [email protected] | 012 023 0014

How to save with Momentum Money

With no deposit fees, your money grows from the first rand. Plus, the money in your Savings Wallet is invested in the Momentum Money Market Fund, one of the best-performing local money market funds.

Talk to a Momentum Menlyn consultant
www.momentummenlyn.co.za | [email protected] | 012 023 0014

It’s time to file your tax return

TaxTim is FREE to a limited number of Momentum clients, so get your return in early.

https://www.taxtim.com/za/multiply