Momentum Financial Planning


Personal investment continues to be an important part of people’s wealth accumulation strategy. It provides you the opportunity to invest in a variety of asset classes, whilst maintaining access to the funds if required as access is not restricted as it would be through investing via your superannuation.

As authorised representatives of Charter Financial Planning, we are authorised to deal in or advise on any security or investment product included in Charter FP’s authorised product list, including:

  • Equities and direct share investments
  • Managed funds
  • Platform investments
  • Cash
  • Fixed interest assets

Momentum endeavour to tailor advice to suit the needs every investor. We will ensure that there is an investment strategy in place along with considering the issues of ownership and structures, asset allocation and product selection. Where appropriate, investment advice is developed into a full strategic financial plan that will consider your current and future needs.

Momentum Financial Planning


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