Certified Financial Planner
About Us
Products and Services
FAQs
At Financial Momentum, we are committed to developing and offering high quality and innovative financial planning products and services with particular knowledge of super, life insurance, investment and allocated pension products, suitable for singles, couples, businesses, pensioners and retirees.
Our offices are located...
23 Ely St, Wangaratta Vic 3677 T: (03) 5721 4855
33-35 Macedon St, Sunbury Vic 3429 T: (03) 9740 7686
Open Monday - Friday
Seminars
Advice & Information, Annuities, Asset Protection, Asset Purchasing, Bonds, Budgeting, Cashflow Management, Centrelink, Consultations, Direct Equities, Estate Planning, Gearing, Income Insurance, Income Protection, Insurance, Investment Strategies, Investments, Life Insurance, Life Planning, Managed Funds, Managed Investments, Pensions, Portfolio Management, RBL Strategy, Redundancy, Retirement Planning, Rollovers, Salary Packaging, Savings Accounts, Self-Managed Super Funds, Shares, Social Security Planning, Succession Planning, Superannuation, Unit Trusts, Wealth Creation
Agricultural, Commercial
Accredited, Australian Owned, By Appointment, Certified, Fee For Service, Free Consultations, Guaranteed, Home Visits, Independently Operated, Independently Owned, Insured, Licensed, Locally Operated, Locally Owned, Member FPA, Owner Operated, Registered
Retirement, Retrenchment
Couples, Individuals, Men, Professionals, Retirees, Self Employed, Small Businesses, Women
Wangaratta Financial Planner, Life Insurance, Sunbury Financial Planner, Investments, Financial Planning, Annuities, Asset Protection, Retirement, Retrenchment
Financial planning is all about developing strategies to help you manage your financial affairs and meet your life goals.
It is a common misconception that financial planning is only worthwhile if you have significant wealth. Financial Momentum can help a diverse set of clients from all sorts of backgrounds and financial needs. You don't need to be well-off to start a financial plan; the plan is there to create and protect your wealth for you.
Yes, we handle various financial matters. It depends entirely on your particular circumstances and needs. We can also help in other areas regarding your finances. Please see the 'when can we help' section of the website for a full list of our products and services.