About Us
Inspiring everyday Australians to never again depend on a single income.
At Momentum Wealth Management, we provide trusted, tailored, and strategic financial advice to help you build and protect your wealth. With offices in Bentleigh and Wantirna, we proudly manage more than $2.2 billion in funds under advice and serve over 32,000 clients across Australia.
Our Story
Founded in 1986 and led by CEO and Practice Principal, Paul Huggins, Momentum Wealth Management has one clear mission: to help individuals and businesses achieve financial freedom. Our approach is built on understanding your unique circumstances and creating personalized strategies that align with your goals and aspirations.
As part of the Hamilton Chase Corporation, we operate under our own Australian Financial Services Licence (AFSL No. 454895), ensuring the highest standards of compliance and professionalism.
Our services focus on Wealth Management and Investment Management, offering expert guidance and strategic planning to secure your financial future. We believe that “No one is self-made”- success is a team effort. That’s why we treat every client as a valued partner, involving you in every decision about your money. Your success is our success.
Experience the Momentum Wealth Management difference—where your financial goals become our shared mission.
"We found the staff at Momentum Wealth Management to be professional and caring. They listened to our financial needs and provided a financial strategy and timely advice to meet our objectives.
Their knowledge and experience in financial management, planning and services is first class and has provided us with the long term financial security we require in our retirement.
We have no hesitation in recommending them to future clients." - Kevin & Mary Ziebell
Meet The Team
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Paul Huggins
Director
Paul has worked in the Financial Services industry as a Financial Adviser since 1986. He is the owner and Director of Lateral Thinking Group, (trading as Momentum Wealth Management Group) with financial planning offices in Bentleigh and Wantirna. Momentum Wealth Management operates under their own boutique AFSL.
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Qualifications: LLB Comm
M Int tax
B Ec
Dip FP
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Education: Melbourne University Comm. Law Degree
Latrobe University Bachelor of Economics
RMIT Diploma in Financial Planning and Finance
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Paul on YouTube
Cheng Qian
Senior Financial Adviser
Cheng has been a dedicated professional in the financial services industry since 2013, bringing over a decade of experience in delivering high-quality financial advice and exceptional client service.
Throughout his career, Cheng has worked exclusively with boutique licensees, providing tailored and personalised financial strategies.
Cheng has extensive experience in assisting everyday Australians, helping them build and protect their financial wealth.
In recent years, Cheng's services have been increasingly called upon to advise high-net-worth individuals. His expertise includes navigating complex financial structures such as Self-Managed Super Funds (SMSFs) and discretionary trusts.
Currently, Cheng leads the Wantirna office as the Senior Financial Adviser, continuing his commitment to excellence in financial planning and client care.
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Robert Syben
Senior Financial Adviser
Robert, a seasoned financial planning professional, has joined Momentum Wealth Management. His passion for financial planning drives him to work closely with clients, providing advice that supports their financial and lifestyle goals.
With extensive experience as an adviser and team manager, Robert is adept at handling diverse client situations, from high-net-worth individuals with complex structures to those receiving Centrelink benefits or requiring aged care assistance.
Robert provides advice, in the clients’ best interest, in the areas of:
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Superannuation and Self- managed superannuation
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Retirement Planning - Aged Care, Centrelink and DVA advice
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Estate Planning
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Investments
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Ownership and Structures
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Personal and Business Insurance
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Budget and Cash Flow planning
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Debt Management and gear
Danielle Ward
Client Services Officer
Danielle Ward joined Momentum Wealth Management after working for a boutique financial planning practice whose clientele are predominantly sophisticated investors. Danielle brings a wealth of experience from this position and her previous management positions in accounting, telecoms, forex & futures trading, wealth creation and software development.
Having lived internationally, she has also gained a valuable understanding and respect for different cultural nuances and an understanding of the subtleties of doing business in a global and ever-changing environment.
Connor Semmens
Financial Adviser
Amanda James
Client Services Officer
Connor commenced his career as a Paraplanner and Administrative Support Officer for seasoned financial planners, gaining valuable financial knowledge. Simultaneously, he has navigated the academic landscape, driven by his keen ambition to evolve into a proficient Financial Adviser.
Since joining the team in 2024 he is currently immersed in the final stages of his Professional Year and is on the cusp of realizing his aspirations to become a practicing Financial Adviser. His journey has been defined by a blend of hands-on experience and a commitment to academic excellence, offering a unique perspective that sets the stage for impactful financial guidance.
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Qualifications: BBus (Banking/ Finance)
Diploma in Financial Planning
Amanda James joined the Bentleigh practice after 30 years in Bowls administration. Throughout her career she performed extensive duties from reception to event preparation and advanced administration.
She has a keen eye for detail and provides a welcoming presence when interacting with our clients.
"I found Cheng easy to talk with and he comes across as a very knowledgeable and experienced financial advisor.
He understands my ongoing needs very well. It was a pleasure to meet Cheng and I look forward to his guidance into the future.
- Brian Whitehead
"Momentum Wealth offers a broad range of services provided by an exceptional team with long term experience and formal qualifications. We have witnessed the financial services and care provided to our family members for over a quarter of a century and because of this we selected Momentum to assist us with planning for our financial future as we prepare for retirement within the next decade.
We were most impressed with the personal attention to understand our circumstances and goals and clear explanations to ensure we understood our investment plan" - Paul and Fiona