Momentum Wealth Management delivers trusted, tailored and strategic financial advice. With offices all over Melbourne and in excess of $1.8 billion in funds under advice, we are here to assist in your Wealth Creation & Preservation.

Strategic Financial Solutions Tailored for You.


UNDERSTAND YOUWe work with you to identify where you are financially now versus where you want to be


CREATE A PLANEfficiently integrate the key components of wealth accumulation – Protection, Superannuation, Investment & Debt management, Retirement & Estate planning


KEEP YOU ON THE RIGHT PATHProvide ongoing guidance and support, and ensure you stay focused on the big picture to help you achieve your financial goals

Never depend on a single income, make investments to create a second source

Warren Buffet