Momentum Planning is a boutique Financial Planning Practice established in Perth in July 2002, with a clear vision to provide professional financial planning advice tailored to clients’ personal lifestyle needs, core values, and aspirations. Their team of Certified Financial Planners, Associates, Technical Paraplanners, and Client Service Officers collaborates with individuals, executives, and families to manage financial affairs, build long-term wealth, and balance lifestyle goals. They are known for designing highly detailed and unique plans to ensure clients are well-prepared for whatever the future may hold.
specialising in sustainable and ethical investments, Momentum Planning emphasizes the importance of aligning financial strategies with clients’ values and long-term objectives. They offer personalized advice on a fee-for-service basis, focusing on delivering true value to their engaged and diverse clientele. The team at Momentum is dedicated to simplifying and organizing clients’ financial lives to maximize enjoyment of wealth both now and in the future, while also actively participating in community initiatives and industry events to promote financial literacy and awareness.
Under the leadership of Managing Director Pippa Elliott CFP, Momentum Planning has garnered recognition for its exceptional service and commitment to the financial planning industry. With a focus on holistic strategic approaches and unwavering competence, Momentum Planning has earned the trust and loyalty of clients who value the team’s professionalism, knowledge, and ability to address their evolving needs and objectives. By providing clear advice options and fostering a sense of peace of mind, Momentum Planning continues to empower individuals and families to achieve their financial goals and secure their future.