23 Ely St Wangaratta 3677

Financial Momentum

Financial Planning

For All Your Financial Planning Requirements

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23 Ely St, Wangaratta VIC 3677

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Financial Momentum opening hours in Wangaratta


Financial Momentum opening hours in Wangaratta

Mon
9:00am - 5:00pm
Tue
9:00am - 5:00pm
Wed
9:00am - 5:00pm
Thu
9:00am - 5:00pm
Fri
9:00am - 5:00pm
Sat Closed
Sun Closed
Public Holidays Closed
Open 9am-5pm Monday to Thursday, and Friday by appointment only
Additional Contacts
  1. About Us

  2. Products and Services

  3. FAQs

About Us

Financial Momentum - Promotion

About Financial Momentum

We personally and professionally consult to a diverse range of clientele whose portfolios we regularly service and review.
We provide professional, confidential advice for superannuation, retirement income streams, wealth creation, investments, direct share trading, trauma, life and disability insurance.

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

Payment Methods

CashChequesDirect DebitEFT
ABN
83 131 101 392
Established
2002
Also trades as
Financial Momentum (Wangaratta and Sunbury)

Products and Services

Financial Momentum - Promotion

Hours of Operation

Open Monday - Friday

Events

Seminars

Services

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

Offering

Agricultural, Commercial

Features

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

Issues

Retirement, Retrenchment

Catering To

Couples, Individuals, Men, Professionals, Retirees, Self Employed, Small Businesses, Women

Keywords

Wangaratta Financial Planner, Life Insurance, Sunbury Financial Planner, Investments, Financial Planning, Annuities, Asset Protection, Retirement, Retrenchment

FAQs

  • What is financial planning?

    Financial planning is all about developing strategies to help you manage your financial affairs and meet your life goals.

  • Is financial planning only for those who have a lot of money?

    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.

  • Do financial planners deal in matters other than insurance?

    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.