MOMENTUM WEALTH HAS A 4 STAGE PROCESS TO HELP YOU ACHIEVE YOUR GOALS

OUR PROCESS

DISCOVERY

IDENTIFY

PLAN

GUIDE

OUR SERVICES

Risk Management & Insurance

Insurance is essential to any comprehensive wealth plan. It can protect you, your family and your business. Momentum specialises in life, disability, business insurance. We also offer general insurance for your house, contents and commercial property.

 

Wealth Planning

Our financial advisers will develop a wealth plan by analysing your current financial situation and your financial goals. Our goal is to help our clients build their futures in all aspects of their finances.

 

Investment Management & Kiwisaver

We help clients develop an investment portfolio tailored to meet their goals investment strategies, and manage their wealth to build their futures.

 

Mortgages

Momentum have established relationships with all of the major banks and can take all the stress out of buying property for you.

 

Momentum Wealth | Wealth Management, Investments & Insurance
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Little Rock Financial Services Ltd  .  The Stoneman Group Ltd  .  HOSB Financial Consultants Ltd

- Trading as Momentum -

Momentum Wealth | Wealth Management, Investments & Insurance
Momentum Wealth | Wealth Management, Investments & Insurance
  • Momentum Wealth | Wealth Management, Investments & Insurance

Little Rock Financial Services Ltd

The Stoneman Group Ltd

HOSB Financial Consultants Ltd

- Trading as Momentum -