To be the preferred lifetime financial wellness partner, with a reputation for innovation and trustworthiness
To enhance the lifetime financial wellness of people, their communities and their businesses
Momentum's Financial Wellness philosophy is a way of life, based on a passion to empower people to take charge of their lives. Our foundation is the need for a truly client-centric value proposition. It supports life as a journey, with its different needs and challenges along the way. Financial wellness puts us at the helm of our own ship. It is a holistic approach to the journey, for whatever stage we're at
Momentum UK was created to facilitate the enhancement of the lifetime financial wellness of people, their communities and their businesses.
We do this through our various businesses that focus on providing clients with the tools, education and solutions to enable their financial wellness journey.
The areas that we specialise in are;
Since first arriving in the UK in 1998, our business has grown organically and more recently through acquisitions. It is our ambition to continue this growth in order to be considered the preferred partner for financial wellness in our key consumer and corporate markets.
Momentum UK (MMI Holdings UK) is part of the MMI Holdings Group. Momentum UK’s parent company, MMI Holdings Limited (MMI), is a South African based financial services group listed on the Johannesburg Stock Exchange. As at 31 December 2014 MMI Holdings Limited:
Financial wellness is a continuous process of financial planning, management and behaviour adjustment with the aim of ensuring that a person, household or business can cover both planned and unforeseen expenses over their entire lifetime.
Financial Wellness is therefore the ability to cope financially with shocks to your assets and income, either through insurance or your own means. It is not only knowing what you need to be financially well, but also the diligence in tracking and re-evaluating your life goals and financial solutions. Engaging in your Financial Wellness plan to achieve these goals will enable long-term Financial Wellness.