Momentum Wealth Management delivers trusted, tailored and strategic financial advice. With offices in Bentleigh and Wantirna in excess of $548 Million in funds under advice, we are here to assist in your Wealth Creation & Preservation.
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