Portfolio

/Portfolio/

Retirement Planning

When we met Bob and Irene they were 65 and 57 planning to retire in 3 months.  They had been working towards and waiting for Bob to reach 65, thinking that they needed to, financially. We started by modelling their current situation into retirement, without taking any further advice – what they could expect as [...]

Loss of a Partner

David and Rhonda first approached us in 2006 – David had been diagnosed with a terminal illness and wanted to find the right people to ensure Rhonda and their two children were taken care of.  David unfortunately passed away early in the relationship with Momentum and Rhonda was unaware of all of their financial affairs, [...]

Medical Professionals

Albert and Nicola, aged 43 are medical professionals with both employed roles in public hospitals and private consulting income.  As high income earners, their primary objective was to ensure they were capturing their surplus income and directing that to effective strategies.  With their busy careers and a young family, finding time to focus on their [...]

Building a Business

We met Geoff and Allison in 2009 when they were in their early 30’s with a young family and both working in employed roles.  Their net wealth was approximately $900k and they had a long list of goals to achieve!  Some of these were: Home renovations New furnishings Subdivision of an investment property and construction [...]