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Momentum Financial Group


Geelong and Horsham

At Momentum Financial Group we understand that superannuation is an important aspect of your financial planning. Superannuation is a highly effective structure to accumulate wealth. That being said, you should never assume that all superannuation funds are good. Like all things, there are good and bad companies that operate in this industry.

Your superannuation fund must have a sound investment philosophy that is tailored specifically for you. This needs to integrate with your non-superannuation strategy in order to gain the most beneficial outcome.

Your superannuation advisor needs to have a strong technical knowledge of the superannuation laws and a sound investment philosophy in order to add value to you.

Be careful when managing fees and taxes, and do not assume an industry fund is the best option. There are pros and cons of all funds and you need to be aware of issues before selecting the perfect fund for you.

We recommend you read Understanding Wealth Accumulation Super.

As superannuation planners, we can also help you with Self Managed Superannuation Funds Geelong, Horsham and Victoria.