Site url: https://wwpre.momentum.co.za/momentum/personal/investments/investo/save-for-goals
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Young black man in a red sweater posing with his hand on his chin.

Save for goals

Savings plans to get you started on your goal-based investment journey.

Whether you want to save for an emergency fund, a home deposit or a car, the right savings plan will set you up for success.

Setting financial goals is the first active step you need to take to become financially secure.

To stay focused on your goals, you should make them realistic and revisit them regularly.

SMART goal setting is a technique you can use for any goal setting that can set you up for success.

Get #AdviceForSuccess. Speak to a financial adviser who can help you set up your investment plan.

Achieve your personal savings goals

Speak to a financial adviser to help you set a savings budget and develop a savings plan to help you focus on achieving your personal goals.

An investment that gives you more

Loyalty bonus

We reward you with a bonus if you stay invested for 5 years. It pays back most of your administration fees.



Guarantees

We can guarantee that your capital will be safe if you choose this benefit, or that your money grows by a certain percentage.

Investment
booster

With our Enhanced Allocation benefit, if you invest above a certain amount, we boost your investment by adding money from our pocket.

Protection

With our Contribution Replacer benefit, you can insure yourself so that we invest on your behalf if you cannot make contributions due to disability or death.

Save SMARTLY

SMART goal setting is a technique you can use for any goal setting that can set you up for success.

Specific You can't get what you want if you don't know what you want.
Measurable Goals that require you to push yourself often result in higher levels of self-satisfaction.
Achievable One of the biggest obstacles to achieving a goal is setting your expectations too high. If that means taking smaller steps, that's okay.
Realistic Are you committed enough? If your goal is to save R500 per month towards your next holiday, are you prepared to make the financial sacrifices now?
Time-based Give yourself a time frame to achieve your goal. It will encourage you to follow through, stop procrastinating, and keep yourself accountable.

Investo FAQs

Contact Momentum Investo

Investo





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