Living Benefits
Ongoing income support in the event of illness or injury.
✔ Choose monthly income to maintain lifestyle
✔ Pair with disability or critical illness cover
✔ Tax-free and consistent support
✔ Choose monthly income to maintain lifestyle
✔ Pair with disability or critical illness cover
✔ Tax-free and consistent support
Retirement Income (Annuities)
Get paid every month in retirement—either via a Living or Guaranteed Life Annuity.
✔Choose flexibility or lifetime guarantees
✔Protect your post-retirement lifestyle
✔Aligns with your investment preferences and needs.
✔Choose flexibility or lifetime guarantees
✔Protect your post-retirement lifestyle
✔Aligns with your investment preferences and needs.
Endowment Plans
Save for your personal goals with tax-efficient, goal-based investing.
✔ Ideal for home deposits, dream trips, or business launches
✔ 5-year minimum investment with access after
✔ Great for higher tax brackets with estate planning benefits
✔ Ideal for home deposits, dream trips, or business launches
✔ 5-year minimum investment with access after
✔ Great for higher tax brackets with estate planning benefits
Student & Education Protector Plans
Set your child up for success with a plan designed to grow over time.
✔ Start from just R500/month
✔ Get bonuses for staying invested
✔ Top-up options available for higher returns
✔ Start from just R500/month
✔ Get bonuses for staying invested
✔ Top-up options available for higher returns
Life Insurance
Replace lost income, settle debt, and secure your family's future with tax-free protection.
Save up to 35% with LifeReturns®, which uses modern digital tools to assess your health profile for maximum discounts.
✔ Cover debt like a bond or credit cards
✔ Secure your children's education and living costs
✔ Flexible cover up to R5 million
✔ Cover debt like a bond or credit cards
✔ Secure your children's education and living costs
✔ Flexible cover up to R5 million
Retirement Annuities
Save for retirement from just R500/month with Momentum's Investo Retirement Annuity.
✔ Enjoy tax benefits — get money back from SARS
✔ Pick your retirement age (from 55+)
✔ Loyalty bonuses and compound growth boost your returns
✔ Enjoy tax benefits — get money back from SARS
✔ Pick your retirement age (from 55+)
✔ Loyalty bonuses and compound growth boost your returns
Wills, Trusts & Estate Planning
Secure your legacy with legally binding Wills and estate planning services.
✔ Drafted and stored professionally by Momentum
✔ Set up family trusts to protect your heirs
✔ Manage tax, legal, and inheritance issues with expert support
✔ Drafted and stored professionally by Momentum
✔ Set up family trusts to protect your heirs
✔ Manage tax, legal, and inheritance issues with expert support
Funeral & Extended Family Cover
Dignified, quick payouts when you need it most.
✔ Covers immediate and extended family
✔ Affordable, reliable, and fast
✔ Choose the cover level that suits your needs
✔ Covers immediate and extended family
✔ Affordable, reliable, and fast
✔ Choose the cover level that suits your needs
Linked Investments
Choose from a wide variety of top-performing funds tailored to your risk profile.
✔ Ideal for wealth growth
✔ Diversified and flexible
✔ Managed by expert fund managers
✔ Ideal for wealth growth
✔ Diversified and flexible
✔ Managed by expert fund managers
Tax-Free Savings Account (TFSA)
Invest up to R36,000/year with no tax on interest, growth, or withdrawals.
✔ Completely tax-free savings
✔ Flexible and transparent
✔ Start from just R500/month
✔ Completely tax-free savings
✔ Flexible and transparent
✔ Start from just R500/month
Preservation Funds
Left your job? Keep your retirement intact.
✔ Maintain tax-free growth
✔ Avoid withdrawal penalties
✔ Keep your investment plan on track
✔ Maintain tax-free growth
✔ Avoid withdrawal penalties
✔ Keep your investment plan on track
Profit Graph
At NaudeSingh, we believe good financial advice starts with real conversations
We are Momentum-backed financial advisors focused on long-term partnerships, not short-term products.
