Pricing / Fees Schedule
At Momentum Wealth Management, we charge a plan preparation fee and an implementation fee for setting up your advice, along with an annual fee for our ongoing services. Your annual fee is determined based on a schedule of fees and the service level we agree upon. You will receive a quote before we produce any advice document, ensuring you know exactly what you'll be paying on an annual basis before you proceed.
If you ever have a problem.
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​Contact your financial adviser or contact us by any of the following ways.
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In writing: Momentum Wealth Management Corporation Pty Ltd, PO Box 539 Bentleigh VIC 3204
Email: complaints@momentumwm.com.au
Phone: 03 9886 1844
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We will acknowledge we have received your communications within 24 business hours or as soon as practicable. Our aim is to resolve your complaint as quickly and as fairly as possible.
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We are here to assist you.
If you need assistance lodging your complaint please contact us using any of the methods above and we will engage accessibility services, such as interpreters, to ensure the two way communications are clear and understood by both sides.
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If the complaint can't be resolved to your satisfaction within 30 days, you have the right to refer the matter to the Australian Financial Complaints Authority (AFCA). Momentum Wealth Corporation is a member of AFCA.
They can be contacted via the following.
In writing via the Post: Aust Financial Complaints Authority, GPO Box 3, Melbourne, Victoria, 3001
Email: info@afca.org.au
Phone: 1800 931 678
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Where we need more time (for example due to complexity or difficulties investigating your complaint), we will write to you to let you know that we need more time, the reasons why and that you have the right to refer the matter to the AFCA is you are dissatisfied.