Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages
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    The seven hats of financial advisers

    When you think of a Financial Advisor, you might see us playing one role. Jim Parker, Vice President of DFA Australia, believes good Financial Advisors actually play seven roles. And he describes these, and their benefits to you. Many people still think an advisor’s only role is to deliver market-beating returns year after year. However,[...]
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    The wine lovers guide to investing

    The Wine Lover’s Guide to Investing -by Jim Parker Savouring a vintage wine is one of life’s great pleasures. But often overlooked in the joy of consumption is the carefully calibrated journey from the grape to glass. Similar levels of care are critical to good investment outcomes. A host of variables can determine whether a[...]
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    Simplicity and Sophistication

    The Chinese philosopher Confucius once said that life is very simple, but we insist on making it complicated. Complexity in investment often does with a lack of transparency. The highly engineered and multi-layered financial derivatives that contributed to the global financial crisis are a case in point. For many investors, these products were problematic because[...]
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    Bards of the Bar

    As a conversation topic, investment is like sports. Everyone has an opinion. And the strongest views often come from those who spend more time in front of the TV than out in the field. Practitioners, meanwhile, are wary or anything labelled as a sure thing. Indeed, it’s one of life’s ironies that the people who[...]
Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages
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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 & Mortgages
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 -