Momentum Financial Group is a reputable firm based in Geelong, Victoria, dedicated to providing professional accounting, wealth management, financial advisory, and investment services to businesses across metropolitan, regional, and rural areas. With a team of specialist accountants and advisors known for their entrepreneurial flair, the firm focuses on delivering innovative and values-based solutions to small and medium-sized businesses. Whether clients are part of a family business, partnership, company, or conglomerate, Momentum Financial Group aims to help them achieve and exceed their financial and business goals.
The firm’s philosophy revolves around working closely with professionals and business owners to clarify their objectives and strategically plan for a successful future. By assessing the current state of the business and defining future aspirations, Momentum Financial Group designs tailored strategies encompassing financial planning and business coaching. The team, led by Founding Partner William (Bill) Ainsworth FCA, is committed to ensuring that clients and their businesses reach their full potential, fostering long-term relationships built on trust, proactive collaboration, and challenging conventional thinking.
Clients who have engaged with Momentum Financial Group have praised the firm for its genuine interest in their businesses, proactive approach, and ability to challenge conventional perspectives. Testimonials highlight the invaluable role that the team, including members like Mark and Simone, plays in supporting and enhancing clients’ businesses. By offering obligation-free consultations, the firm invites businesses seeking to clarify their financial and business objectives to connect with their experts at the Geelong office, further solidifying Momentum Financial Group’s commitment to empowering businesses to thrive and succeed.