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Momentum Financial Group

Momentum Financial Group FAQs

Geelong and Horsham

How do we join Momentum FInancial Group?
It is easier than you think. We can manage the transition for you so there does not need to be that ‘uncomfortable conversation' with your current financial advisor. Alternatively if you would prefer to contact your current advisor and notify them that you are leaving, we can then follow up that process and attend to the information and document collection process. It is easier than most people think.

Can I have a FREE initial consultation to see if we like you?
 Absolutely! Contact our Geelong office on 03 5221 9133 today to arrange the session.

Are you part of a professional association?
Our client files are signed off by a chartered accountant to ensure quality control. Our financial advisory files are audited each year by our licensee.

How do you charge?
Not by the hour! Charging by the hour rewards inefficiency and lacks integrity. Why should an inefficient firm that does not have great systems and procedures get paid more? Why should you pay more for an inferior service? You shouldn't!

We issue a quotation and proposal for tasks that detail the fee and terms on each occasion. This way there is no nasty surprises and you know upfront what the cost is, and what value can be delivered. That's a system with integrity, and that's what Momentum are about.

Where are your accountants offices located?
Momentum Financial Group have two places of business putting us in the ideal locations to provide accounting services to our clients in Geelong, Werribee, Horsham, Stawell, Melbourne and the Wimmera. 

Wimmera
We are based in Horsham and service the entire Wimmera community including Ballarat, Hopetoun, Rainbow, Birchip, Donald, Wallup, Boulah, Jeparit, Antwerp, Murtoa, Rupanyup, Marnoo, Callawadda, Stawell, Ararat, Beaufort, Halls Gap, Tellopea Downs, Serviceton, Kaniva, Goroke, Apsley, Edenhope, Harrow, Douglas, Balmoral, Cavendish, Coleraine, Wannon, Hamilton, Dunkeld, Moyston, Pomonal, Great Western, Halls Gap, Wartook, Glenorchy, Murtoa, Warracknabeal, Dimboola, Stawell, Nhill, Minyip, Donald, St Arnaud and Marnoo.

Geelong
Surf Coast and the Bellarine Peninsula including Werribee, Melbourne, Ocean Grove, Barwon Heads, Point Lonsdale, Queenscliff, Drysdale, Leopold, Torquay, Jan Juc, Anglesea, Aireys Inlet, Fairhaven and Clifton Springs.

What are your key services?
We have a broad range of services to help you run a successful business. More than accountants, at Momentum Financial Group we consider ourselves financial planners, financial advisors, business coaches and investment advisors too.


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