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Momentum Wealth investment solutions

We offer investment solutions that are specifically designed to meet your unique investment needs.

As Momentum Wealth we take the time to engage and strengthen our relationship with you. We undertake to fully understand and enumerate to meet your needs, desires and aspirations.

Through this relationship with you and our acquired expertise we can customise your investment needs to help you effectively manage, preserve and grow your wealth.


Speak to your financial adviser before you invest. Your financial adviser will help you decide if one or more of these investment products fit into your overall financial plan. If you don't have a financial adviser, leave your details and we will call you back.

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Investment solutions for all life stages

Momentum Wealth funds

For updates to the Momentum Wealth platform and for access to fund fact sheets, unit trust updates, performance summaries and money market rates, consult our Wealth funds section.

Wealth funds
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For help with creating and protecting your wealth