About Momentum

At Momentum Planning, we believe financial advice should be personal, purposeful, and empowering. As trusted Perth financial advisers since 2002, we’ve helped individuals and families design lives they’re proud of, not just by building wealth, but by aligning it with what truly matters.

We’re a team of financial advisers in Perth, with over 50 years of combined experience bringing clarity to your complexity. Our financial advice is strategic, and tailored to your unique goals, whether that’s retiring early, starting a business, supporting your family, or simply living with more freedom. We provide our advice to you, commission free.

What sets us apart is our commitment to lifestyle planning. We don’t just ask about your finances, we ask about your life. Where you want to live, how you want to spend your time, what legacy you want to leave. Then we model your options, map your milestones, and help you take action with confidence.

Our clients describe us as practical, trustworthy, and deeply invested in their success. We’re proud to be known for quality financial advice, genuine care, and the kind of support that helps people move forward, not just financially, but personally.

Momentum isn’t just our name, it’s what we help you build.