We help you achieve financial momentum
At Momentum Wealth Management we work closely with you to identify and define your financial goals. Your goals are assessed against your current financial position, spending habits and lifestyle choices. Along the way we will identify any money mistakes you are making and find you new ways to save and invest your money so it does more of the work for you.
We also assess your individual position for all risks and ensure you and your position are protected should unexpected life challenges present themselves.
We will guide you to be more confident with your money in order to help you build wealth, to live more comfortably and be ready for a well deserved retirement .
Dreams do come true.
Whether you are looking to buy a home or a business, fund your children's education, secure your family's future for after you are gone or wanting an early retirement. Momentum Wealth Management is equipped with both the strategic advantage and decades of experience to help guide you towards your goals.
No one is self made - and that's why we don't believe in trying to go it alone.
Life will inevitably throw you curve balls, whether it be related to your health, employment or those you love.
We are here to ensure you safely and smartly navigate the financial barriers that present themselves.
Managing your personal finances is ultimately your responsibility but we are here to help you make the right decisions when it comes to making the most of your financial resources.
Let us help you achieve the following:
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Set realistic financial and personal goals
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Assess your current financial health status
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Develop a strategic, comprehensive plan just for you
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Activate your plan and guide you along the journey
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Monitor your progress and keep you on track during market and personal changes ​
Debt reduction services
There is good debt and there is bad debt…
Good debt is where you borrow to invest and your investment grows in value or earns money - this actually works for you.
On the other hand there is bad debt where you borrow for a car, boat or use a credit card to buy items that depreciate in value and don’t earn you any money. You lose twice here – the capital value and the interest you’ve paid.
That’s why before you start accumulating assets, it’s important to check what you owe – how much, in what form and at what interest rate. Then you can see whether you can arrange your debt more efficiently, with the sharpest rate possible.
At Momentum Wealth Management, we can:
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Review your financial commitments and debts
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Construct a budget with you
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Help you consolidate your debt effectively
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Recommend investment products to achieve your goals
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Review, recommend and arrange appropriate insurance
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Look at ways of turning bad debt into good debt
"For various reasons it has been a challenging time for my wife and I, but with the help of Rob and his assistant Amanda, Momentum Wealth Management guided us through our transition into retirement. A big thank you to the team for the attention and patience and making a difficult process easier to deal with." - Robert Rose.
