Momentum are a team of experienced professionals...

MARK STONEMAN

Mobile: 027 561 7606

Mark Stoneman - Momentum Wealth

Mark is a financial adviser with over 20 years experience in financial services.  Mark has strong family ties to the formation of Momemtum, which has since joined forces with Maurice Trapp Group.  He specialises in business insurance and has a wealth of knowledge in all aspects of Risk and General insurances, as well as investments and spends his time between Whanganui and Central Otago.

 

 

MADDY STONEMAN-BOYLE

Phone: 06-345 7205

Maddy Stoneman-Boyle - Momentum Wealth

Financial Adviser

Based in our Whanganui office, Maddy is a financial adviser who takes pride in providing tailored and personalised advice to her clients. She works both in risk insurance and investments and has strong family ties to the business. Her main goal is to provide financial stability to her clients at every stage of life.

 

 

GLEN CASEY

Phone: 06-345 7205

Glen Casey - Momentum Wealth

Financial Adviser

Glen has joined Momentum as a Financial Adviser. He specialises in risk and KiwiSaver.

Glen works with us in a joint venture with The Maurice Trapp Group which is our nation wide distributor and brings a range of skills to our company.

 

 

JEVADA KINNAIRD

Phone: 06-345 7205

Jevada Kinnaird - Momentum Wealth

Practice Manager

After 17 years in the banking industry, Jevada joined the Whanganui team to help provide great customer service.  Her main tasks are ensuring that all client’s needs are met, assisting and growing the team.

 

 

 

Maurice Trapp Group

Momentum is proud to partner with Maurice Trapp Group to provide Fire & General Insurance services.

 

VISIT THEIR WEBSITE

 

MEET THE FIRE & GENERAL INSURANCE TEAM:

 

ALITA GREENING

Phone: 06-345 7205

Alita Greening - Fire & General Insurance, Momentum Wealth

Fire and General Insurance Administrator

Alita first began work in Fire and General Insurance in 1976 and between then and now has gained many years’ experience.  She has lived in Whanganui since 1990 and worked along side Mark and his team since 2011.

Alita’s main aim is good communication and to make dealing with insurance a smooth as possible for clients.

 

EMMA MARSHALL

Phone: 06-345 7205

Emma Marshall - Fire & General Insurance, Momentum Wealth

Adviser - Fire and General

Emma joined the team in 2020, having had one year in the industry of Fire and General insurance. Providing clients with exceptional service, and creating lasting relationships is what Emma prides herself in.  Emma is born and bred in Whanganui, outside of work she enjoys travel, quality time with friends and family, and actively engages in motorsport.

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

Mark Stoneman - Momentum Wealth

Maddy Stoneman-Boyle - Momentum Wealth

Glen Casey - Momentum Wealth

Jevada Kinnaird - Momentum Wealth

Alita Greening - Fire & General Insurance, Momentum Wealth

Emma Marshall - Fire & General Insurance, Momentum Wealth

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