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 three Certified Financial Planners, two technical paraplanners and client service officer 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 clear advice options on a fee for service arrangement that delivers true value.
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 caliber in their local community.
In addition to this professional practice designation, Momentum is very active within the Perth Financial Planning community – participating in University career days, consumer awareness campaigns, media support and FPA chapter events.
Our Managing Director, Pippa Elliott CFP was awarded a Distinguished Service Award by the FPA in 2011 in recognition of an exceptional contribution to the work of the Financial Planning Association of Australia through voluntary service to chapters, committees and taskforces.