Portfolio

When we met Adam and Rebecca, they were 38 and 35.  Adam had very recently decided to move from an employee role to a contractor role and Rebecca was an Executive. They were looking to map out a financial plan that could see them build a property portfolio as well as a family home upgrade.  [...]

We met John and Carol in 2006 and they were a young family of 4 running 2 small businesses. They had: Significant Tax bills, which indicated reactive tax advice Their cashflow structure had irregular drawings from the business and inefficient liabilities Low liquidity – they couldn’t access cash easily and they were constantly robbing Peter [...]

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 [...]

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, [...]

We met Len and Dana in 2008 where they had been working towards a strategy of acquiring multiple properties for a cash flow positive investment outcome from these assets in retirement. At age 50, they were feeling unsure of their next step and whether they could sustain the expense and risk of additional properties and [...]

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 [...]

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 [...]