Traditionally financial planning has focused on building wealth for clients, yet many clients have not clearly articulated how they want to use that wealth to enhance their life. This often means they don't focus on a clear and tangible goal and don't feel a sense of achievement - despite their growing wealth.
As Financial Planning specialists, our role is to help you build a clear picture of your unique future, including your personal life goals and aspirations. We serve an engaged and diverse clientele, providing uncluttered, personalised advice that enhances their quality of life and leads to sustainable and meaningful solutions.
As Financial Planning specialists, our role is to help you build a clear picture of your unique future, including your personal life goals and aspirations. We serve an engaged and diverse clientele, providing uncluttered, personalised advice that enhances their quality of life and leads to sustainable and meaningful solutions.
Services
About
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The Vision was clear - to deliver professional financial planning advice that accounted for the personal lifestyle needs, core values and aspirations of clients. Our team of Certified Financial Planners, Associates, Technical Paraplanners and Client Service Officers work with individuals, executives and families to manage their financial affairs, build their long term wealth and balance lifestyle.
Our Services
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Investing can feel overwhelming but our Financial Planners are committed to building on your investment knowledge through the years so that you enjoy true insight and achieve successful investment outcomes over time. Our investment philosophy is founded in the science of capital markets, with decades of research guiding the way.
Our People
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We have assembled a team of professionals with talent, training, experience and a sincere passion for people. Pippa Elliott founded Momentum Planning in 2002, with a passion for holistic and commission free advice. As a Certified Financial Planner with over 20 years of financial services experience, Pippa has been widely recognised within the profession for business innovation, advice process and delivering client outcomes.
Advice Process
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Case Studies
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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 financial plan that could see them build a property portfolio as well as a family home upgrade. We met John and Carol in 2006 and they were a young family of 4 running 2 small businesses.
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