Welcome to Momentum Planning

We are a Western Australian Wealth Management and Lifestyle Planning Practice based in Como. We are Trusted Advisors to both local and national clientele, supporting them to achieve financial and personal success.

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What We Do

We turn your complexity and concern into clarity and opportunity.  What are you capable of?

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1

Lifestyle Planning

Traditionally financial planning has focused on building wealth for clients, yet most clients do not know what they want to do with that wealth. This means they never focus on a clear and tangible goal. As Lifestyle Planning specialists, our role is to help you build a clear picture of your unique future, including your goals and aspirations.

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Cashflow Management

Responsible financial management is far more than just balancing the cheque book or resisting the temptations to often overspend. Motivation and discipline are they key factors to successfully making the journey necessary to build wealth and financial independence. We have found that with responsible financial management in the home, our clients receive several key benefits.

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Enhancing Your Wealth

Integral to ‘Enhancing your Wealth’ is acknowledging that there is what you can do to build your wealth, there’s what the markets can do for you and there is what a trusted adviser can do for you. To achieve your long-term objectives, it is important that you invest your hard earned money wisely and contribute to your wealth strategy on an ongoing basis through developing a habit of saving.

Case Studies

Read more about how we have advised 3 very different clients.

Executive Wealth Accumulators

When we met Adam and Rebecca, they were 38 and 35.  Adam had very recently decided to move from an employee role to a contractor role and Rebecca was an Executive.

They were looking to map out a wealth strategy that could see them build a property portfolio as well as a family home upgrade.  Set up a business structure for Adam, enjoy significant travel, start a family and work towards an early retirement.

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Family Wealth Accumulators

We met John and Carol in 2006 and they were a young family of 4 running 2 small businesses.

They had:

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Retirement Planning

When we met Bob and Irene they were 65 and 57 planning to retire in 3 months.  They had been working towards and waiting for Bob to reach 65, thinking that they needed to, financially.

We started by modelling their current situation into retirement, without taking any further advice – what they could expect as income, how long their wealth was likely to last and their entitlement to Centrelink Age Pension.  It actually looked quite positive and they were pleased with the possible outcomes.

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About Us

About Momentum Planning

Our team of three advisors, technical paraplanner and client service officer work with individuals, executives and families to manage their financial affairs, build their long term wealth and balance lifestyle. 

Our work together is designed to create clarity, insight and partnership so that you are well prepared when it matters most – and you often don’t know when it will matter most.

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Services We Offer

How we can help you.