Once our clients experience the dedication we have in guiding them through all their complexities, we shift from being a financial planning firm, to being their trusted advisor who, they feel, is now integral to their life.
Many clients have expressed quite passionately to us how much they appreciate what we’ve done for them and their families, and the peace of mind they now enjoy. They are confident that we are focused only on their best interests and this is because we are.
In our recent 2018 Anonymous Client Survey, clients were asked to rate their experience with our firm. 93% of respondents stated that we meet or exceed their expectations. 95% understand their unique plan and what it will take to achieve their objectives. 97% are comfortable referring friends, family & colleagues to use the services of Momentum.
We also asked them to comment on where they gained the most value from the Momentum relationship. Here are some of the answers:
“It has reduced our anxiety about the financial cost of our retirement and we are now more confident that we have a secure financial future. We now take pleasure in purchasing items for our household and organising holidays instead of worrying if we are over spending.”
”Amanda is our voice of reason. She is very personal and thorough. Her communication skills are able to ascertain what is going on in our lives, what our biggest fears are and what goals we are hoping to achieve. She then considers all options whenever we need them and provides very clear and concise advice.”
”Guidance in seeing the big picture financially speaking, seeing the long term view and understanding long range projections, great value comes with knowing you have a plan for the future that is being carefully overseen by momentum staff… you can relax knowing you have accounted for unforeseen circumstances…”
”The personal relationship built over the years. Momentum is so much more than our financial adviser… they feel more like a partner. They are definitely our go-to people.”
”We have someone to contact when we have questions around financial advice. I was initially sceptical about having an ongoing relationship but am now convinced that it is very valuable.”
”Highly approachable financial partner, where by any question, idea or advice can be discussed at any time. That combined with having a financial status and clear annual plans to achieve goals make the service greatly valued.”
”Trust, transparency, honesty, we have gained their combined knowledge bank, and certainly not least; the friendship and ease of doing business.”
”The sense of security we have, that we have engaged the right experts to look after our financial security on an ongoing basis. (And also to fill out annoying forms for us).”
”Knowing they are available to discuss any financial decision and its short/long term impacts and thinking about alternatives.”
”I know that important things that I would procrastinate about and probably not get to are looked after and in good hands with Momentum Planning.”
”I feel the girls are super supportive, understand us personally and what we want to achieve. I feel secure with them.”
”They provide ongoing advice supporting our changing circumstances. They give us stability, consistency and support to help us ‘keep to a plan’.”
”Confidence; in keeping pace with legislation amendments that may affect our situation.”
”Trust in Pippa as she is genuinely interested and committed to achieving our objectives.”
”Beverley understands our needs and plans, easy contact with queries we have.”
“Understanding how our decisions today impact our financial position in the future, understanding how we can work towards our goals.”
”They give excellent explanations of options during meetings, and excellent follow-up via e-mail.”
”In all areas we trust them, they are very clear and direct about what is going in.”
”Trust that you are operating in our best interest.”
”Comprehensive service and regular follow up of details, as well as assistance to achieve planned objectives.”
”Momentum’s expert advice. Peace of mind. Friendly and transparent relationship.”
”The annual review, the confidence of their recommendations, and the consistency over time.”
”Confidence of Momentum’s knowledge, advice & commitment to our financial future.”
”Fewer worries about finances.”
”The greatest value is in having someone to trust to help you sort your life while you are not in control.”
”The advice we receive on the best way to do things and to having some accountability for our finances.”
”Being able to call or email if I have a question – even if it is a dumb question.”
”We trust our advisor. Security and being able to sleep at night.”
”Knowing that we are working together to achieve our goals.”
”Peace of mind knowing we are kept informed and given sound advice to maximise our limited retirement funds.”
”Having a plan and knowing how we are able to achieve our goals.”
”The clarity of direction and discipline.”
”Personalised approach to planning.”
Having the same Momentum Financial Planner looking after us year after year. If we had to put together a profile of the person we want to look after our financial present and future, Amanda would tick every box. She is exactly who we would choose.
In priority order:
1) Financial modelling
2) Understanding our options
3) Structured holistic approach, Regular reviews
4) Referrals to other services
Connect on LinkedIn to see full details of these client recommendations:
I have been a client of Momentum Planning for many years, and they have been fantastic. Their advice has always been sound and balanced, and the service is superb. Having lived, worked, and owned businesses in many countries I have had experience with many advisors; it is without question that Pippa and the team at Momentum have set an extraordinary high standard.
Group Manager HR and IR
Pippa and the Momentum team have given us sound financial advice over the past 6 years. The holistic strategic approach, combined with unquestionable competence in the financial planning arena, provide us with piece of mind and a secured future for me as well as my family. We highly recommend their services.
Experienced CEO and Director
I have been a client of Momentum since 2006 . During this period I have found the staff at Momentum and in particular, my Adviser, Pippa Elliott, to be highly professional, knowledgeable and very capable in their respective roles. They have worked closely with me to ensure that I have the right structures and tools in place to maximise my retirement options.
Pippa provides the logical, insightful and sometimes brutally honest (but necessary) advice into my financial affairs that I would never be able to come up with on my own, because it’s the insight that only an objective person standing outside looking in can come up with. Why do I choose her to do this? Because I trust her.
For over 5 years we have engaged Pippa and her team to advise us on our financial & lifestyle planning needs. They have always provided an exceptional level of service in a sincere, friendly, and professional manner. It is comforting to know that the team are continually overseeing our plans and strategies, and take a proactive approach in addressing and recommending strategy variations as the investment landscape changes. In the past, and for far too many years, we entrusted this very important aspect of our financial security to the larger institutions, and our only regret is that we didn’t find Pippa and her team much sooner. It is without a doubt that I recommend Pippa and her team to anyone wanting personalised and professional planning.
Subsea & Surface Consultant
We have found Pippa and her Organisation, Momentum Planning, to provide sound well researched planning, solutions and advice geared for long term Lifestyle & financial planning with continuous monitoring and advice to meet today’s ever changing market. Pippa is committed to her clients with a Personal touch which provides her clients with confidence and assurance that she is there for the long term working with you to meet your goals you have planned with her and her team.
Partner, Chartered Accountants
Pippa is passionate about taking a holistic approach to her clients investment needs and making sure that they tie into the lifestyle goals of her clients. Her asset allocation advice I have seen her give to her clients is always sound and grounded in common sense. I have referred clients to Pippa for investment and insurance advice in the past and will continue to do so in the future.
Pippa maintains an in-depth and up-to-date knowledge of financial products and services. Pippa listens to what her clients want. She provides sound advice based on her clients’ goals.
Pippa is a very respected professional who listens to clients needs and aspirations. Her work is accurate, timely, informed and innovative within the bounds of her clients risk profile.
We should all plan for our future and I recommend Pippa and Momentum Planning to help you along this journey.
Pippa has continually provided excellent finance advice on regular occasions for my personal and business ventures. I have complete trust and confidence in her knowledge and advice.
Personal Client Testimonial June 2011
From our first meeting with you, Bas and I were impressed with your approach to us and our financial situation. You demonstrated a real interest in us and listened to us when we expressed our goals and importantly our concerns. You understood that we are conservative people and although we were interested in growing our investments we were and are averse to anything that could be construed as “aggressive strategies”. At our second meeting and at all subsequent meetings, your documentation has been comprehensive but simple enough for us to understand. You and the team demonstrate a genuine feeling of interest in us as people not just as “customers/clients”. There is always plenty of time for questions and never a feeling of being rushed.
Your advice to me in particular, as my partner Bas has been retired for many years, has resulted in me now being in a position to be able to retire with relative confidence that I and my partner will be able to live in comfort for the rest of our lives. Although we came to your company with certain assets and few liabilities, your wise guidance had led to our situation being considerably enhanced and importantly, simplified.
The atmosphere in your company adds to our feeling of confidence and this must be overwhelmingly due to your leadership. You appear to have a harmonious team all working toward wealth creation for your clients. I have to say that at times I feel as though the whole staff of Momentum Planning are working just for Bas and me. You are all willingly available whenever we need you and we are always made to feel as though our questions are important. They are dealt with swiftly and always to our satisfaction. You give the impression that you believe that there is no such thing as a dumb question!
You and your team go beyond simply providing financial advice. You ensure that all elements of our lives are attended to such as having Wills in place, appropriate health insurance and Powers of Attorney. Many times you, Beverly and Amanda have done things I consider well and truly above and beyond the scope of our contract with you. Beverly’s commitment to my share port folio has been tremendous and I believe she and all the staff get this commitment from you. Similarly your discussions with my accountant led eventually to me receiving a refund from the ATO (instead of having to pay them) as my accountant had misinterpreted a provision. I am loathe to use the word, but you deal with us holistically ensuring that all loose ends that could cause problems are covered.
When the financial crisis hit in 2009, and indeed whenever there has been a financial “crisis” you and the team have made sure that we receive timely information to assist in putting the situation in perspective. You do not make light of the severity of the situation but strive to put it in perspective by providing context to the longer term nature of investment. Put simply you keep us informed, particularly at times that might be stressful.
I guess the ultimate demonstration of our comfort and confidence is the fact that I have recommended Momentum Planning to a number of my former work colleagues and to our friends. They too have indicated that they are in a better, more informed and financially secure position as a result of your advice and guidance.
Thank you Pippa and thank you to your team. I know that we will have a long relationship that will continue to give me the security and confidence that I will increasingly seek as I age.
Please feel free to use this testimonial in any way that you see as appropriate.