Foot and Ankle Professionals, Providing Care You Can Trust
Welcome to Momentum Planning, a leading financial planning firm based in Australia. We are a dedicated team of financial planning specialists who are committed to helping our clients build a clear picture of their unique future, including their personal life goals and aspirations. Our mission is to serve an engaged and diverse clientele, providing uncluttered, personalised advice that enhances their quality of life and leads to sustainable and meaningful solutions.
Our Services
At Momentum Planning, we offer a wide range of financial planning services designed to help you achieve your financial goals and aspirations. Our services include:
Lifestyle Planning
Traditionally, financial planning has focused on building wealth for clients. However, many clients have not clearly articulated how they want to use that wealth to enhance their life. This often means they don't focus on a clear and tangible goal and don't feel a sense of achievement - despite their growing wealth. As Financial Planning specialists, our role is to help you build a clear picture of your unique future, including your personal life goals and aspirations. We will work with you to identify your values, goals, and aspirations and develop a customised plan to help you achieve them.
Investment Philosophy
Our investment philosophy is built on the principles of sustainable investing, which is an approach to investing that considers environmental, social, and governance (ESG) factors in the investment decision-making process. Sustainable investing aims to deliver long-term investment performance while also making a positive contribution to society. We believe that companies that prioritise ESG factors are better positioned to manage risks, seize opportunities, and deliver sustainable long-term returns.
Advice Process
Our advice process is designed to help you make informed decisions about your financial future. We follow a structured process that includes:
1. Establishing your goals and objectives
2. Assessing your current financial situation
3. Developing a customised financial plan
4. Implementing the plan
5. Reviewing and adjusting the plan as necessary
Case Studies
We have a track record of helping our clients achieve their financial goals and aspirations. Our case studies provide real-world examples of how we have helped our clients achieve their financial objectives through our customised financial planning approach.
Millennial Advice
We understand that millennials have unique financial planning needs and face unique financial challenges. That's why we offer millennial advice services designed to help millennials achieve their financial goals and aspirations.
Testimonials
Our clients appreciate the value that we bring to their lives. We have received many positive testimonials from our clients, praising our expertise, professionalism, and commitment to helping them achieve their financial goals.
Lifestyle Planning - What is it?
Lifestyle planning is a holistic approach to financial planning that focuses on helping you live your best life now while also preparing for the future. We work with you to identify your values, goals, and aspirations and develop a customised plan to help you achieve them.
Cashflow Taxation Insurance
Our cash flow, taxation, and insurance services are designed to help you manage your finances effectively and protect yourself and your family from financial risks.
Wealth Management
Our wealth management services are designed to help you grow and protect your wealth. We offer a range of investment management services, including managed funds, share trading, and property investment.
Estate Planning
Our estate planning services are designed to help you protect your assets and provide for your loved ones after you're gone.
News
We regularly publish news and articles on financial planning topics, including investment trends, taxation updates, and estate planning strategies.
Here at Momentum Planning, we are passionate about helping our clients achieve their financial goals and aspirations. Our experienced and industry recognised advisors are on your team, delivering results. Contact us today to learn more about how we can help you build a clear picture of your unique future, including your personal life goals and aspirations.
Momentum Planning: A Highly Recommended Service
Momentum Planning has been the go-to service for David Sankey for over two decades, and he doesn't make any major financial decisions without their expert advice. Meanwhile, Susie S. was referred to Pippa and her team at Momentum Planning, looking for impartial advice, which they provided through their fee-for-service model and transparent dealings. Both reviewers were impressed with the level of detail and attention provided to their individual circumstances, thanks to the software package used to forecast their financial futures.
Expertise and Impartiality
Momentum Planning's experts are highly sought after by David Sankey and Susie S. for their expertise and impartial guidance. David has been relying on them for over 20 years, while Susie was specifically referred to them for this type of service. Their ability to provide unbiased advice, combined with their fee-for-service model and transparency, sets them apart from other financial planning services.
Exceptional Service
Both reviewers were extremely satisfied with the level of service they received from Momentum Planning. David praises their expert advice, while Susie highlights the attention to detail and options provided to consider through their software package. The reviewers agree that Momentum Planning's service is highly valuable and beneficial for making informed financial decisions.
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