Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages

Wealth Management

Wealth Management is about helping you to get from point A (the NOW) to point B (WHERE) with the least amount of risk, thoughtful considered planning and an implementation schedule (ACTION).

We want to know about your problems, give you a greater sense of direction, confidence and capability is all areas of life and have your financial solutions to be part of much larger lifetime solutions.

 

Momentums advisers do this by:

  • helping you articulate what makes a great life
  • understand and research your current situation
  • help surround you with the right team and strategies to give a higher possibility of success
  • project manage your affairs
  • help with trade-offs, legal investment, tax, cashflows
  • be your risk manager for your  investment, taxation, estate, litigation and your business
  • sit on your family board
  • keep you on track and feeling financially well organised
  • be across your cash flows
  • maintain your key strategies
  • maintain your key documents

 

This a fee based service and independent of commodity sales and commission

 

FINANCIAL PLANNING

 

INVESTMENT PORTFOLIO MANAGEMENT

 

FINANCIAL SERVICES

‚Äč

If you have any questions, would like some more information or want to setup an appointment, get in touch with us now.

 

CONTACT US

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

Little Rock Financial Services Ltd

The Stoneman Group Ltd

HOSB Financial Consultants Ltd

- Trading as Momentum -