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 the July 2025 Client Survey, we asked clients to comment on where they gained the greatest value from their relationship with Momentum. Their responses are noted below:

• Advice on how to plan for the future, we would be unsure on how to invest for the future without the advice from the Momentum team.
• Having 100% trust that Pippa has our best interests at heart as we have a strong relationship over many years dealing with all our family.
• Our yearly reviews. We feel our chats with Laura are really listened to and understood. She understands our personal circumstances and lifestyle so the plans are always appropriate for what we need and want.
• Knowing that everything is planned out with clear objectives and that I can send an email about a query or idea and it’s answered straight away.
• It’s a combination of the formal semi and annual review process and conversations, and the informal and ad hoc ongoing part of the Momentum relationship throughout the year. I feel like Amanda and the team are always accessible for questions or to be a sounding board.
• Prompt replies/action, and referral to Pippa if needed. Able to help with Centrelink, and in the future – aged care if required.
• Being able to clearly see how our decisions will likely impact financial future so we can make decisions confidently to support our goals. Having insurances and estate planning in place provides peace of mind.  We couldn’t have done this ourselves.
• I gain clarity on my decisions. I am given advice on the best actions to take for myself financially, and I’m given understanding when I temper this with what’s best for my son’s whilst they could use some support. That time is temporary and appreciate the patience that is shown as I am able to start to move back towards a more focussed approach to building my financial stability.
• We no longer get stressed about our finances.
• Being able to contact my adviser at any time with questions; that they do plenty of the groundwork for me.
• Listen, Discuss, Advise, Discuss.
• Their follow up on questions is always prompt accurate and explained in easy to understand terminology.
• Peace of mind that they have their eye on the ball and that they truly care about your financial security and lifestyle balances.
• Initial plan was easy and clearly showed how we can succeed.
• Saving money by implementing strategies you helped us with.
• Pippa has a clear vision and she is patient in explaining this in terms we understand. She takes our calls or emails between appointments to help guide us in following the advice.
• As a couple, we aren’t quite aligned in terms of risk and management of finances. By using Momentum’s services, we take the emotions out of it and benefit from an independent advisor. We also enjoy the extra services that are provided (e.g. Pre-filling out forms for us etc).
• The honesty to challenge some of our plans and ideas to make sure they have merit and either really important (if a compromise is needed) or are the best thing to do.
• When we’re going through a transition or difficult period. When there’s decisions to be made that have a financial aspect to them.
• Securing future income.
• Your wealth of experience and customer service.
• Understanding legislation changes since we retired.
• Face to face catch ups.
• Advice on best structure in retirement.
• Being able to reach out when my needs have changed and Momentum being fluid and dynamic with adjusting for my needs.
• Holistic financial planning.
• Understanding rules relating to superannuation & also investment strategies.
• Regular assurance that our financial plan strategy is track.
• Ongoing serviceability with changing dynamics.
• The result of the implementation and plan will be the answer to this.
• Knowing Momentum have the knowledge and experience to advise us on planning for retirement.
• Helping us clarify our vision and then working out a strategy that helps us get there.
• Knowledge of products and expertise in financial planning.
• The back & forth discussions, leading to better understanding.
• Understanding our financial position in our life and our future plans.
• Peace of mind on my financial future.
• Opportunities with superannuation.
• Setting up the super account for my partner and advising on distribution and timing.
• Confidence and guidance in financial issues.
• In knowing exactly where we are.
• They listen rather than pushing their own objectives.
• From the face to face meetings.
• Knowledge about best investment options.
• Being advised and follow up with media advice.
• Knowing where we stand financially.
• The clear presentation and leadership stemming to my needs and goals.
• Peace of mind about financial future.
• Confidence in our plan.
• Clear communication. Confidence in plan.  Fantastic service.
• One on one face to face discussion.
• Personal approach and knowing clients individually.
• Ongoing relationship with my advisor and confidence in the advice I’m given.
• The trust in our advisor Amanda & the advice/direction she gives us.
• Immediate responses when help is needed.
• Savings & super advice.
• Sage and timely advice on financial matters.
• Getting my financial future sorted for when I retire.
• One to one with our advisor.
• Personal interactions with the team.
• Being able to discuss future options. Feeling confident in the advice given. Relying on the expertise of someone who understands the current market and my money.
• Knowing that I can Trust my advisor to always be working in my best interest.
• One on one with Amanda for our financial needs.
• Clear concise friendly advice.
• 1:1 review session.
• Consistent approach and open communication.
• Your financial modelling and the reassurance from being able to see the future! Also independent advice.
• Cadence to plan. Adhoc decision analysis.
• Talking about my annual reports.
• Assurance about my financial plans and guidance on them.
• Easy to talk to.
• Placing investments and having an overview of my financials so that if something happens to me, the executor can get a complete handover.
• The Annual Review process, very thorough and detailed.
• Advice , Recommendations and explanations.
• Peace of mind.. I’m now convinced you know what you’re doing with my inheritance.
• The initial stages of planning.
• Insurances, Super, and forward planning of financial situation.
• Knowing what i need to do to achieve my financial goals in retirement.
• My advisor. Always proactive and timely responses.
• The staff know their products and what they are doing. I feel that they have my best interests at heart.
• In the one to one meetings and in the prompt response time from my adviser and other staff to my written enquiries.
• Precise breakdown of our current and long-term term portfolio value.
• Support when life changes impact the plan.
• A structured financial plan and the opportunity to project future wealth.
• The annual reviews and understanding our progress against our goals and next steps to keep progressing and ensuring we remain on track.
• Honest discussions.
• Future goals.
• The consolation and realisation that we could maximise our investments and that over time they weren’t going to increase in value to warrant holding on to.
• Being with Momentum has provided comfort and assurance that we’ll be financially secure when it comes the time for us to retire.
• Typically our annual review sessions, and prompt feedback when I’ve asked for some input on financial decisions.
• Peace of mind that our future financial goals are secure.
• Future planning.
• Understanding my wealth, how far it will go and how it translates into quality of life.
• Planning and projections.
• Knowing my finances are being professionally handled.
• Easy to deal with.
• Confidence that our financial situation now and into the foreseeable future is clear.
• Sound, considered advice based on real evidence.
• Keeping on budget and spending my wealth wisely. Also maximising my super fund returns.
• The ability to contact Momentum and gain advice when necessary.
• Peace of mind and the personalised level of service.
• When I have my meetings and I can ask questions in person.
• The peace of mind it provides and the responsiveness to our questions and requests.
• The precise and well planned advice.
• Removes the stress of having to manage our money as well as map our financial lives.
• Big picture planning, forcing me to think longer term. Really good.
• Knowing that Momentum have my back and are passionate about helping me learn more about financial stability and ensuring that my retirement years are stress free financially.
• The safety net they provide to our decision making, the software that shows our financial position through to our 90’s is very valuable.
• Peace of mind knowing our retirement funds are well invested.
• Being able to relax as far as managing our superannuation.
• Restructuring debt and setting up investments and bonds.
• Easy to communicate with , very comfortable wit the recommendations and advice received.
• From the options provided, analysis of our unique situation and goals and Advice given.
• Keeping us accountable to ourselves and our goals. As well as thinking deeply about our goals and interrogating them.
• Planning retirement transition.
• Knowing Momentum with their experience have increased our wealth into our retirement.
• Personal Contact.
• Straightforward answers.
• During our review meeting , its far more important to talk to someone in person.
• Clarity of information and reassurance in volatile times.
• Knowing they are doing their very best to maximise opportunity for financial growth. I trust in their experience and modelling.
• A sense of security, clarity, intelligent understanding, confidence, trust.
• Their knowledge.
• Optimisation of super and insurances, and confidence in financial decision making through following a well laid-out yet flexible plan.
• Assurance of our long term financial viability.
• Long term planning.
• Reduced concern about economic changes which are beyond our control. Having feedback on NOT changing a plan.
• Strategic planning.
• Annual meetings discussing what’s happening and then planning for the future.
• Clear guidance.
• Managing our money.
• Feeling confident in our future money wise.
• Peace of mind.
• Organising our finances and good, prompt advice.
• Lack of worry.
• Timely expert advice. Future financial planning.  Flexibility when circumstances change.
• Ease of contact ability and great communication.
• The personal approach and ease of access to any information I require.
• Being able to meet with Amanda face to face whenever there is a need.
• Knowing that I have someone in my corner when it comes to making big financial decisions.
• Comfort in obtaining sound financial advice and availability of advisor if questions arise.
• Forward Planning.
• Face to face.
• Trust and credibility in the advice given over a longer term.
• Confidence that on the right track. Forms filled out!
• One on one with Pippa Elliott.
• Peace of mind knowing we’re getting good advice.
• Clear understanding our objectives, reassurance of retirement plan and funding.
• Dealing with centre link and handling term deposits.
• Not having to worry about our future.
• One on one engagement and capacity to call upon staff for advice.
• Valuable information and support.
• Knowing we don’t have to worry about our financial future.
• There is no one else that I can rely on.
• Not having to worry about our money and our future.