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 Certified Financial Planners, Associates, Technical Paraplanners and Client Service Officers 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 is very active within the Perth Financial Planning community – participating in University career days, consumer awareness campaigns, media support and FAAA chapter events.
Our Managing Director, Pippa Elliott CFP was awarded a Distinguished Service Award by the Financial Planning Association in 2011 in recognition of an exceptional contribution to the work of the FPA through voluntary service to chapters, committees and taskforces.