Momentum Private Client
Investment Company in Pretoria

As a specialist wealth management advisory business, we offer holistic financial advice and a range of superior investment solutions to affluent and high net worth individuals.
Momentum Private Client is a registered Financial Services Provider and a member of the Momentum Group, one of South Africa's leading financial services companies.

We empower our clients to manage and enhance their financial wellness throughout their lifetime. Just like an artist draws from a wealth of experience, our financial advisers draw from the support and structure of the MMI Group. Momentum Consult adheres to the principles of Treating Customers Fairly (TCF); the outcome of which enables our clients to fully understand the features, benefits, risks and costs of the financial products that they buy from product suppliers contracted with Momentum Consult (Pty) Ltd. To empower individuals and businesses to manage, and enhance their financial wellness. To be the preferred financial adviser to individuals and businesses, throughout their lifetime; with a reputation for innovation and trustworthiness. Accountability: We take ownership of our roles, responsibility for our actions and outcomes, and we honour our obligations to all of our stakeholders. Diversity: We embrace and promote diversity, enabling us to access the skills and talents of employees and partners from a wide range of backgrounds and perspectives. Excellence: We strive for excellence in all that we do with a strong emphasis on delivering the highest standards of products, service and performance to our stakeholders. We value and foster long term relationships with our clients and partners throughout the financial wellness building process; with a focus on continued business. Innovation: We recommend innovative financial wellness solutions, based on an objective assessment of your unique financial goals. We aim to delight them with our products, innovative solutions and the quality of our service. The same applies to financial planning where we apply six important steps that lead to the development of a client’s own financial wellness framework. Participating in the pricing advantages of being linked to a large organisation: this helps you to access superlative products and attract lower fees. Business and advisory continuity: We ensure that your financial wellness journey doesn’t get derailed if your financial adviser changes. The art of financial wellness In today’s increasingly demanding financial landscape, our craft lies in seeing the bigger picture. Our clients financial wellness is at the heart of everything we do. Whatever your life stage, our financial advice and solutions will empower you to manage and enhance your financial wellness throughout your lifetime. In the same way, we create individual financial solutions that are tailored to suit your specific needs. Balancing the bigger picture with the fine details in order to create the perfect composition. In the same way, our financial advisers are committed to focusing and innovating so that their clients financial wellness is attained and nurtured. We pride ourselves on providing a depth of experience and expertise in delivering professional, personal financial solutions to our clients to enhance their financial wellbeing. Our skilled financial advisers have extensive experience on a range of complex financial topics, and are equipped to craft financial solutions that are best suited to your unique requirements. Only then can we propose financial solutions that will deliver tangible value and results for them. Metropolitan and Momentum are two of the divisions that make up MMI Group and continue to be the client-facing brands through which the MMI Group conducts business. Our clients’ financial wellness is at the heart of everything we do.