MOMENTUM WEALTH HAS A 4 STAGE PROCESS TO HELP YOU ACHIEVE YOUR GOALS
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.
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.
Dust off your old Super and bring it in. We can help you understand what it is, whether you can access it and what alternative investment options you may have.
Momentum Wealth are very strong advocates of KiwiSaver. Everyday we see the difference it makes in the financial futures of our clients.
Momentum have established relationships with all of the major banks and can take all the stress out of buying property for you.
Do you have a pension in the UK you would like to bring to NZ? We can help.
Australian Superannuation Transfers
Have you worked in Australia at all since 1992? If so, then it is likely you will have money sitting in an Australian Superannuation account.