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.

1

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



2

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

3

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