MOMENTUM WEALTH HAS A 4 STAGE PROCESS TO HELP YOU ACHIEVE YOUR GOALS
OUR PROCESS
DISCOVERY
IDENTIFY
PLAN
GUIDE
Discovery
During a complimentary Discovery Meeting, our financial advisors will spend time learning more about you by asking questions about you, your family, health, insurance and investment needs. We listen carefully and go through a fact find as you explain your financial goals so that we can paint picture of your present situation.
Identify Goals and Values and Risk Tolerance
Our financial advisors will analyze your current portfolio by combining your investment objectives with our knowledge of current market conditions and financial expertise. We will mutually define your personal values and financial goals, understand your time frame for results, and determine your tolerance for risk.
Formulate a Plan
We know that having a written insurance and investment plan enables you to have a clear picture of your portfolio expectations. Your investment portfolio will contain detailed information on your investment objectives, time horizons, and risk tolerance. Your risk plan will outline your risk needs with detailed explanations.
We work together
Your financial advisor coordinate the entire process with you and other professionals such as lawyers and accountants. We aim to meet with you at least once a year to review your situation and adjust recommendations as your life changes. You will also receive quarterly performance reviews for your investments.
OUR SERVICES
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.
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.
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.
Momentum Wealth are very strong advocates of KiwiSaver. Everyday we see the difference it makes in the financial futures of our clients.
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.
Do you have a pension in the UK you would like to bring to NZ? We can help.
