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Certified Financial Planner
About Us
Products and Services
FAQs
Financial Momentum in Wangaratta specialises in tailored financial planning focused on Superannuation, Risk Insurance, Investments, and Allocated Pensions for pensioners and retirees. Our expert advisers help clients maximise Centrelink entitlements and create effective retirement transition strategies. We prioritise personalised service through our supportive and knowledgeable staff, guiding clients to tax-effective super funds, diversified investments, and comprehensive risk insurance solutions. Our goal is to secure your financial future with smart, innovative planning.
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Open Monday - Friday
Seminars
Advice & Information, Annuities, Asset Protection, Asset Purchasing, Bonds, Budgeting, Cashflow Management, Centrelink, Consultations, Direct Equities, Estate Planning, Gearing, Income Insurance, Income Protection, Insurance, Investment Strategies, Investments, Life Insurance, Life Planning, Managed Funds, Managed Investments, Pensions, Portfolio Management, RBL Strategy, Redundancy, Retirement Planning, Rollovers, Salary Packaging, Savings Accounts, Self-Managed Super Funds, Shares, Social Security Planning, Succession Planning, Superannuation, Unit Trusts, Wealth Creation
Agricultural, Commercial
Accredited, Australian Owned, By Appointment, Certified, Fee For Service, Free Consultations, Guaranteed, Home Visits, Independently Operated, Independently Owned, Insured, Licensed, Locally Operated, Locally Owned, Member FPA, Owner Operated, Registered
Retirement, Retrenchment
Couples, Individuals, Men, Professionals, Retirees, Self Employed, Small Businesses, Women
Wangaratta Financial Planner, Life Insurance, Sunbury Financial Planner, Investments, Financial Planning, Annuities, Asset Protection, Retirement, Retrenchment
We focus on Superannuation, Investments, Risk Insurance, Allocated Pensions, and Centrelink retirement planning.
We create strategies maximising super, pensions, Centrelink benefits, and income for a secure retirement.
Yes, we help calculate and optimise Centrelink benefits for pensioners and retirees.
