Momentum Consultants and Actuaries

As a trusted partner, we work closely with employers, funds, and institutions to create a flexible advice roadmap tailored to their pressures, goals, and needs. Our highly skilled team uses smart technology, data-driven insights and meaningful engagement to provide customised consulting services. Our approach is simple: advice that starts with and is built for you.

Clear, actionable advice that drives better outcomes.
We use a digitally led, data-driven approach to deliver flexible employee benefits solutions.

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Advisory services

We provide objective advice across a wide range of products and solutions in the market, not only those offered by Momentum. This ensures clients receive the best advice and the most suitable solutions for their specific requirements.

Asset consulting

We objectively guide you through the complexity of your investments, including:

Investment strategy design and implementation
Portfolio construction
Asset manager selection
Solutions tailored to employer and employee needs
Transparent investment performance reporting

Healthcare consulting

Improve employee wellbeing, create a healthier and engaged workforce and enhance productivity while optimising healthcare spend

Strategic healthcare benefit consulting
Independent provider and scheme advice
Governance and compliance support
Employee engagement and advocacy
Data–driven decision making and reporting (analytics)
Ongoing market reviews and healthcare trend updates to the committees

Employee benefits consulting

Tailored benefit structures for diverse employee needs

Tailored benefit design
Unbiased, cost-effective solutions
Market review and analysis
Improved retirement outcomes through expert advice
Data analytics to understand employee behaviour
Recommendations that drive meaningful outcomes

Actuarial consulting

Data-driven actuarial insights for long-term financial stability

Liability management
Post-retirement medical liability strategies
Defined benefit fund support
Pre-funding strategies
Pensioner outsourcing

Member advisory services

Supporting employees on their financial journey

Personalised financial guidance
Workshops and coaching
Induction sessions

Legal and technical consulting

Expert regulatory, governance, and compliance guidance

Interpretation of regulatory and legislative changes
Governance support for employers and trustees
Industry aligned best practice recommendations
Technical insights to support confident decision making

Smart, personalised advice powered by real insights

SmartAdvice

Our SmartAdvice solutions turn insights into action by using data and individual risk profiles to deliver personalised financial guidance. It helps employees and employers make better financial decisions that support sustainable long-term outcomes.

SmartInsights

SmartInsights provides clear, data‑driven visibility into how members are progressing towards their retirement goals. It enables funds to track trends, identify risks, and make informed decisions that improve engagement and retirement outcomes.

Momentum Consultants and Actuaries FAQs

What makes Momentum Consultants and Actuaries different from other consulting firms?

We offer fully objective market advice supported by deep technical expertise by actuaries, CFAs, CFPs, chartered accountants, and legal professionals. Because we advise across the industry, not only on Momentum solutions, our guidance is objective, tailored, and built around each client’s needs. Every strategy is backed by data, smart technology, and measurable outcomes.

Do you only advise on Momentum products and solutions?

No. We advise on a wide range of products and providers across the market. Our role is to recommend the most suitable, cost-effective, and sustainable solution for each client based on their goals, pressures, and member needs.

Which types of businesses or funds does Momentum Consultants and Actuaries work with?

We support employers, retirement funds, boards of trustees, and institutions that require specialised advice across investments, healthcare, actuarial services, and employee benefits. Our solutions scale to meet the needs of large, medium, and small organisations.

How does Momentum Consultants and Actuaries ensure its advice remains objective and transparent?

Our teams operate objectively and use robust analytics, unbiased market comparisons, and outcome-based frameworks guide them. We also provide transparent performance reporting, so clients always understand how decisions translate into measurable results.

Momentum Consultants and Actuaries resources

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Shameer Chothia

Principal Consultant at Momentum Consultants and Actuaries

Rob Southey

Head: Asset Consulting at Momentum Corporate

Henré Prinsloo

Head: Employee Benefits & Actuarial Consulting

Lizette Groenewald

Head: Healthcare Consulting at Momentum Metropolitan Holdings Limited

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Other Momentum Corporate employee benefits

Structured Investments and Annuities

We focus on supporting employers, trustees and retirement funds with pre- and post-retirement solutions covering investment and annuity solutions.

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Group Insurance

One of South Africa’s leading providers of insurance solutions, which evolves to meet the changing needs of our clients.

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Momentum Retirement Administrators

We partner with funds, trustees, and employers to deliver tailored and efficient retirement administration.

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Member Solutions

We educate and empower retirement fund members with tailored solutions.

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FundsAtWork

Our award-winning FundsAtWork Umbrella Funds are a trusted choice for South Africa’s workforce. They offer comprehensive retirement, group insurance solutions and value-added services.

Learn more

Dragonfly

A next-generation, technology-driven benefits platform that makes it easy for employers and members to access, buy, and manage their benefits.

Learn more

Contact Momentum Consultants and Actuaries

General enquires

MCAconsulting@momentum.co.za