In an effort to change the way Financial Planning is done, Momentum Irene was established in September 2018, an independent franchise, that still offers all of the Momentum products you know and trust.
Momentum was established in 1966. Through strategic acquisitions and mergers, the company became known as Momentum in 1973 when Momentum Assurance Corporation was acquired.
With over 30 years combined experience in the Financial Wellness industry, our team strive to provide our clients with accurate, comprehensive financial advice, professional service and all the benefits that come with the trusted Momentum brand.
We specialise in Medical Aid, Short/Long Term insurance, Investments, Pension/Provident Funds and your Last Will and Testament.
Financial planning is not only about investments. It is about the bigger picture. One of our Financial Advisors will go through a Financial Needs Analysis and Fact Finder with you to determine what your goals are, what you need, and find the best possible solution for you.
Providing cover for all your valuable items and assets when you experience unexpected loss or damage to your car, home or personal belongings. Our competitive premiums are based on your individual risk profile. Submit your claims faster through our mobile App; or, when life happens, call Momentum Assist, our free 24-hour home or roadside service in an emergency.
In the same way you insure your valuables and assets, you need to have insurance for your body. Our unique approach to healthcare means our benefits are tailored to your needs. Just a few of the benefits you can enjoy is free preventative care, managing shortfalls on your healthcare cover with Momentum GapCover, making provision for additional medical expenses with HealthSaver or using Hello Doctor to call or SMS a doctor from your cell phone for free medical advice.
Our comprehensive life, disability, critical illness, impairment and income protection cover protects you and your family when the unexpected happens. Our exclusive benefits like Longevity Protector™ ensures that your cover will never run out – no matter how long you live. Plus you can get up to 60% premium discount by using our Momentum Multiply rewards programme. Our easy-to-understand choices makes getting an online quote easy, and it only takes a couple of minutes.
With a solid reputation of building your wealth since 1966, our investment and savings solutions make it easy for you to invest with purpose so you can reach your short- medium and long-term goals. Each of us has different goals. That’s why we offer a range of products to meet your needs. So whether you’re an experienced investor or need help to get on track, we’ve got a solution for you. Save from as little as R250 per month or you can also invest a lump sum of money if you prefer.
Planning for your future is one of the things we are passionate about at Momentum Irene. We do not want to see anyone suffer financially when they reach retirement age, and would love to assist you in the best possible way to prevent this. Select from a range of investment funds managed by leading South African fund managers. Contributions are tax deductible within limits, meaning the money you would have paid to SARS can now grow in a retirement annuity. Investment returns don’t attract any tax – making your money grow faster than other investment vehicles.
Momentum is a leading supplier of employee benefits in South Africa and provide world-class investment and retirement annuity solutions for corporate companies. We have our very own Employee Benefit Specialist – Thomas Jansen van Rensburg on board and on call.
Let one of our Financial Advisers take you for a cup of coffee to discuss your financial wellness.