Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages

Momentum are a team of experienced professionals...

MARK STONEMAN

Mark Stoneman - Momentum Wealth

Mark is an authorised financial adviser  and is the director of the company. Mark has over 20 years experience in financial advice and has built a company with integrity and credibility.

Mark specialises in business insurance and has a wealth of knowledge in all aspects of insurance and investment.

Marks strength is his ability to build relationships with his clients and meet their needs and has had the majority of his clients since he started his practice.

 

 

KATE JOHNSTONE

Kate Johnstone - Momentum Wealth

Kate is an Authorised Financial Adviser and holds a degree in Economics and Marketing and has previously worked in Banking, Marketing and Project Coordination. She aims to help people make good financial decisions throughout all stages of their lives by using a client focused, goals based approach to investment and financial planning, taking the time to really get to know her clients and understand what is important to them and what they are trying to achieve with their money.

 

 

GLEN CASEY

Glen Casey - Momentum Wealth

Glen has joined Momentum as a Registered 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.

 

 

AARON STAMPA

Aaron Stampa - Momentum Wealth

Aaron returned to Wanganui in 2013 after 10 years of living in the UK and running his own mortgage brokerage in Twickenham. After 4 years working in a major bank in Whanganui Aaron saw the need for people to get independent advice when applying for a mortgage so he set up a new business, Hometown Mortgages Limited and has joined the Momentum team as the in house Mortgage Adviser.

 

Whether you are a first time buyer, home mover or experienced property investor be sure to speak with Aaron to confirm your bank is giving you the best advice and best deal on your mortgage.

 

 

FIONA BOYLE

Fiona Boyle - Momentum Wealth

Fiona is the second Director and is the practice manager. Her main tasks are ensuring that all the clients needs are met, assisting staff and growing the practice.

 

 

MADDY STONEMAN-BOYLE

Maddy Stoneman-Boyle - Momentum Wealth

Office Manager.

 

 

KATE RUSSELL

Kate Russell - Momentum Wealth

Marketing.

 

 

MEET THE FIRE & GENERAL INSURANCE TEAM:

 

ALITA GREENING

Alita Greening - Fire & General Insurance, Momentum Wealth

Fire and General Customer Services.

 

ALISON ADAMS

Alison has been involved in the insurance industry for over 40 years, as an underwriter and as a Senior Broker. Alison handles all aspects of insurance, Corporate, Commercial and  Domestic accounts. Her focus is on building relationships with her clients, listening to the them and their needs, and ensuring the correct covers are put in place.

 

DANNY KNOX

Danny has been in the insurance industry for the past 5 years and is broker support to Brett and Alison.

 

BRETT LIPSHAM

Brett has over 7 years’ experience in the insurance industry. Brett's experience of working in claims, directly for an insurer and as a broker, puts him in the best position to assist you with all aspects of insurance.

 

KIMBERLEY TEARLE

Kimberley has worked in the insurance industry for the past 15 years, as a Broker support and Broker. She handles both  Commercial and Domestic accounts.

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

Mark Stoneman - Momentum Wealth

Kate Johnstone - Momentum Wealth

Glen Casey - Momentum Wealth

Aaron Stampa - Momentum Wealth

Fiona Boyle - Momentum Wealth

Maddy Stoneman-Boyle - Momentum Wealth

Kate Russell - Momentum Wealth

Alita Greening - Fire & General Insurance, Momentum Wealth

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

Little Rock Financial Services Ltd

The Stoneman Group Ltd

HOSB Financial Consultants Ltd

- Trading as Momentum -