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Momentum Planning

  1. North Perth
  2. Western Australia Finance

Reviews, get directions and contact details for Momentum Planning

Momentum Planning

About

We are a Western Australian Wealth Management and Lifestyle Planning Practice based in Como.

Products

Lifestyle Planning
Wealth Management



"In July 2002 Momentum Planning was established in Perth as a boutique Financial Planning Practice. The Vision was clear – to deliver professional financial planning advice that accounted for the personal lifestyle needs, core values and aspirations of clients.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 calibre in their local community.We are renowned for providing clear advice options on a fee for service arrangement that delivers true value."
Address: 7/1 Albert St, North Perth WA 6006, Australia
Phone: (08) 9221 1955
ua.moc.gninnalpmutnemom@ecivres
State: Western Australia
City: North Perth
Zip Code: 6006


Opening Hours

Monday: 8:00 AM – 5:00 PM
Tuesday: 8:00 AM – 5:00 PM
Wednesday: 8:00 AM – 5:00 PM
Thursday: 8:00 AM – 5:00 PM
Friday: 8:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews
I was referred to Pippa and her team at Momentum Planning because I was looking for someone who could be impartial with their advice and that is what they offer given a fee for service and transparency regarding any commissions they may be offered by companies they may refer you to. The detail and attention they provide to your individual circumstances and the options for you to consider with the software package they use to forecast the next 20 years is the best I've seen. I'd highly recommend and will continue to utilise Momentum Planning long into the future.
I have been using Momentum Planning for +/- two decades and do not make any major financial decision personal or business without first consulting them.
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