Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages

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

OUR PROCESS

DISCOVERY

IDENTIFY

PLAN

GUIDE

OUR SERVICES

Risk Management & Insurance

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

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

Investment Management

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.

 

KiwiSaver

KiwiSaver

Momentum Wealth are very strong advocates of KiwiSaver. Everyday we see the difference it makes in the financial futures of our clients.

 

Mortgages

Mortgages

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

 

UK Pension Transfers by Momentum Wealth

UK Pension / QROPs Transfers

Do you have a pension in the UK you would like to bring to NZ? We can help.

 

Australian Superannuation Transfers

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.

 

Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages
Follow Momentum on Facebook

Little Rock Financial Services Ltd  .  The Stoneman Group Ltd  .  HOSB Financial Consultants Ltd

- Trading as Momentum -

Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages
Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages
Follow Momentum on Facebook

Little Rock Financial Services Ltd

The Stoneman Group Ltd

HOSB Financial Consultants Ltd

- Trading as Momentum -