Momentum Planning

About

In July 2002 Momentum Planning was established in Perth as a boutique Lifestyle Planning Practice. The Vision was clear � to deliver professional financial planning advice that accounted for the personal needs, core values and aspirations of clients.

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.

We are renowned for providing structured, unbiased advice on a fee for service model that delivers true value.

Momentum Planning is recognised as an FPA Professional Practice. The Financial Planning Association (FPA) is Australia�s peak professional body for financial planners. Its Professional Practice accreditation recognises practices of the highest caliber in their local community.