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 September 2024 Client Survey, we asked clients to comment on where they gained the greatest value from their relationship with Momentum. Their responses are noted below:

• Helping us to think deeply about our future and what we want to achieve. Helping to keep us accountable – or at least, informing us of how decisions today impact our future tomorrow.
• From our face to face meetings. There is opportunity for questions to be asked, body language gauged and clarification of the plan and moving forward.
• Trusted advice. Research. Understanding of various funds.
• Clarity of the information. Relates to practical everyday aspects. Feedback isn’t 50 pages of graphs and charts which are difficult to make sense of. Also I feel ‘known’ by the advisor and my situation is taken into account. Not a one size fits all approach.
• I trust Amanda has my families’ best interest in mind in everything she advises on. No question is too big or too small and I feel confident about our future.
• Normal people, helping me without attitude or sales pitches. I’m just putting it out there, love Laura.
• We find the annual review really important as it is great to see the changes in performance outcomes and how this impacts our decision making and lifestyle.
• Knowing that all my finances are managed by professionals who keep me updated and give me peace of mind. They always return my calls quickly.
• The very clear advice provided, pros/cons explained against each recommendation and the ongoing support of implementing the plan.
• If there is anything I need or help with admin, Pippa and the team are on to it straight away always much appreciated.
• The ability to call and get clarity on changing financial situation.
• Having a plan to manage our finances that gives us peace of mind and confidence for the future, rather than leaving things to chance and hoping things work out.
• Knowing when we can retire and that our money will last.
• Genuinely interested in your needs.
• The value is the amount of stress they remove from my life about future finances.
• Dealing with the same person which helps build relationship/understanding/connections
• Face to face meetings.
• The confidence that Momentum will ensure we have all our financial arrangements in place. Wills, insurance etc.
• Beverly’s commitment to my individual situation. The consistent professionalism shown by Beverly and all other Momentum staff that I deal with
• Their open, honest and well thought through advice.
• Confidence in our financial affairs.
• At times of business, professional or financial crisis.
• Knowledge of what we want to achieve and the provision of honest feedback and advice for how to achieve that.
• Trust, peace of mind, confidence that we are on the right track.
• Annual meetings that provide a satisfying plan for the future.
• Peace of mind and someone to run ideas through.
• I like the face to face meetings where you can discus-anything, really!
• Personal, one on one sessions and relationships .
• Planning for the future.
• Personal Contact at this stage of our contact with your office.
• The annual assessment.
• Being able to discuss our future goals and have expert advice to help achieve these. Also, the follow ups are really appreciated 🙂
• Apart from being on a mapped-out path towards our objectives which is great, it’s getting advice around variations that pop up, like Danielle’s dad’s estate, the salary sacrifice of cars etc.
• Showing where we stand and that our financial position is often better than I think.
• I can contact my advisor any time, and always get a prompt reply.
• One-on-one meetings.
• Planning meeting review of current portfolio and future planning. Face to face discussion.
• Momentum helps to make our money work harder for us.
• That an expert is reviewing our financial plan regularly and can extrapolate years into the future.
• Peace of mind that we are on the right track so that we are not concerned we will outlive our finances. Having advice at our fingertips if something arises that we are concerned with.
• Future forecast of my financial standing.
• Peace of mind.
• We are going to miss Bev, she has been wonderful in handling Phil’s affairs and especially Centrelink!
• I am confident that you can give me good advice and I don’t have to think about my finances.
• Personal interviews if required.
• You keep on track with my financial goals – which is remarkable!
• Dinners at Boundary Island Brewery.
• Trust and less financial worry.
• Long term planning and an advisor that understands our situation. Bring focus to financial matters that we often don’t consider.
• Being helpful.
• Peace of mind, knowing the alternatives available to us have been modelled and whichever path we take, we will be financially secure.
• Clarity of what needs doing, and where we will be in “x” many years. Also ensuring that everything is in order..eg wills, super, estate etc.
• Being able to seek advice.
• Dealing with Centrelink.
• Feeling secure that our finances are in knowledgeable hands.
• The sense of direction and security and reasonableness given.
• During my 6 monthly visit with staff.
• Annual review.
• Assurance that we are doing the best to provide us a comfortable retirement.
• Advice regarding financial rules / changes / opportunities which are only known by financial professionals.
• Peace of mind that my financial well being is OK.
• Complete knowledge on important issues.
• Appreciate the support and the guidance so that we do not have to daily worry about our future financial status.
• The ability to create the plan and then fill in all the forms to make it happen.
• Questioning and challenging all assumptions.
• Quick review and response when financial questions arise.
• Having access to our adviser when the need arises. Also, our review interviews.
• Face to face contact.
• Being able to confidently rely on Momentum’s expertise to complete necessary documentation and advise us accordingly.
• Having someone “look after” my finances so I have free time to do other things.
• Being able to contact.
• Face to face one on one (or two) contact any time.
• Knowing we can reach out if we need to.
• Amanda is fully aware of what we need for our financial wellbeing this is gained by frequent meetings with her to update each other on what is happening. We want to know that our finances are always monitored for possible improvements in returns.
• Peace of mind about long term plan.
• It ensures time is set aside for regular reviews of our financial position, goals and objectives.
• A team working on sound advice for our nest egg. Reassurance to stick to the plan.
• Managing change and assessing risk.
• The annual review sessions.
• Clear, concise reporting giving us peace of mind that we are on track with our objectives.
• From having two meetings, one to discuss my current situation and plans, and the second to hear your plans for my future.
• Insurance cover and budgeting.
• Understanding my future.
• Knowing that I have a direction to follow and that I will be safe in my future.
• Service and no ole snake oil.
• I have peace of mind knowing that our financial affairs are in capable hands.
• Trust and ease of doing business in what at times can be a complex financial environment.
• Peace of mind.
• Confidence and respect in our business relationship.
• Investigating the options for me and presenting the pros and cons.
• The knowledge and advice gained from our meetings. The ongoing support to achieve our retirement goals.
• Always having the same financial planner. Good communication.
• Being able to model based on our objectives and flex when things change.
• In knowing that you are always there to help us work through changes to our plan. That security net, to support our thinking with facts and figures, is priceless.
• Being able to pick up the phone and talk to someone. I’m not just a number.
• Personalised financial planning.
• Advice, trust & easy to contact & talk to.
• Knowing our future is considered and planned for… and getting help with decisions and how they impact that plan.
• Practical advice fit for our personal needs, good returns.
• Our future being laid out in clear financial terms.
• Up to date professional advice.
• Communication and helping to build our understanding.
• Being there when we need them.
• Seeing our goals being achieved.
• Future planning, cash flow analysis and planning out our future spending and its impact on our funding. In summary the analysis work for planning.
• Security in the knowledge that someone completely understands what is needed to be done if we don’t know.
• Comfort in the knowledge that the team are there to answer questions.
• Personal approach.
• Annual reviews.
• Pippa takes the time to really understand who we are and what is important to us.
• Knowing where I stand financially, when to retire and what I can afford.
• Having your own dedicated financial planner.
• Annual 1:1 meeting with Pippa.
• Guidance on risk.
• Ability to ask questions and seek assistance with decision making.
• Peace of mind.
• Being able to ask questions.
• Knowing that our investment is managed, and we don’t have the worry.
• Working with Pippa to achieve our financial goals as she totally understands what’s important to us.
• Where to find ethical, safe and good performance investments.