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Welcome to Momentum Wealth

Momentum Melbourne Pty Ltd is a privately owned Financial Services firm. We operate under our own Australian Financial Services License (AFSL) and are licensed to provide advice to clients in the areas of superannuation, insurance, loans, shares, Centrelink and investments. We are not owned by a bank or financial institution which enables us to maintain our integrity and to eliminate potential conflicts of interest. Lateral Thinking is a principal member of both the FPA and the MIAA.

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  • Estate Planning
  • Retirement
  • Our Story
  • Lending

Estate Planning and Asset Protection

Wills are the only way to ensure that your assets are distributed according to your wishes.  We supply information to take to your solicitor in order to structure your...

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Retirement & Centrelink

Retirement: Whether you are a student, a parent or a retiree, in the ever changing environment that is our Centrelink system, ensuring you receive the maximum allowances available can...

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Our Story

Momentum Melbourne Pty Ltd is a privately owned Financial Services firm. We operate under our own Australian Financial Services License (AFSL) and are licensed to provide advice to clients in...

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Lending for Personal and Investment

Margin Lending allow the use of currently held securities (eg shares and managed funds) to be used as security for a loan to invest further without having to sell...

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Chart
o Microsoft 24.29 ▲0.35 (1.46%)
o Google 470.30 ▲7.12 (1.54%)
o BRE 42.86 ▲0.61 (1.44%)
o Yahoo 13.62 ▲0.11 (0.81%)
NASDAQ:MSFT

Microsoft

Company ID [NASDAQ:MSFT] Last trade:24.29 Trade time:4:00PM EDT Value change:▲0.35 (1.46%)
NASDAQ:GOOG

Google

Company ID [NASDAQ:GOOG] Last trade:470.30 Trade time:4:00PM EDT Value change:▲7.12 (1.54%)
NYSE:BRE

BRE

Company ID [NYSE:BRE] Last trade:42.86 Trade time:4:01PM EDT Value change:▲0.61 (1.44%)
NASDAQ:YHOO

Yahoo

Company ID [NASDAQ:YHOO] Last trade:13.62 Trade time:4:00PM EDT Value change:▲0.11 (0.81%)