About Me

2012 FPA Best Practice Award - WA State Winner 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. Our team of four Certified Financial Planners and support team work with individuals, executives and families to manage their financial affairs, build their long term wealth and balance lifestyle. We work together to design a highly detailed and unique plan so that you are well prepared when it matters most – and you often don’t know when it will matter most. We are renowned for providing structured, unbiased advice on a fee for service model that delivers true value.