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Where on your life journey are you?

Want to save but don't know where and when to invest? Where you are in your life can guide you towards your most important financial goals, to grow your wealth and secure financial freedom. 
A financial adviser can help you with a practical plan to make 
this a reality.



Spiral concrete staircase of red, minimalist building, symbolising a hypothetical climb up the corporate ladder.

Starting your career

You're a young individual starting out in life and finally earning a living. The sooner you start saving and investing your money, the sooner you get a head start on living your dreams. It's the best time to set up that much-needed emergency fund so you have a financial safety net, save for your dream, start a tax-free savings account, and start investing for your retirement to take advantage of compound growth.

Toddler in blue dress looking out the window to symbolise looking ahead at the prospect of a bright financial future.

Starting a family

Making your family circle bigger costs money. Each family's journey is different, whether you need to save for your child's education, put money away for that family holiday or a bigger car through flexible investment options, or invest extra for a more comfortable retirement.

A long, vertical panelled window in a red concrete office building, showing a multi-story red brick building across the street.

Planning for your tomorrow

Everyone's journey is unique, but some goals, like a cushy retirement and growing your wealth, are important to everyone. Whether you're well on your way to financial success or need help to get on track, 
we've got the investment solutions for you.

A futuristic, round, glass and steel office building with an abstract and asymmetric curved roof.

Investing after retirement

You've been preparing throughout your working life, and the time to enjoy your retirement is finally here. Avoid costly mistakes with your retirement savings and make sure your money continues to grow while you receive a regular retirement income.


Need financial advice?

With sound financial planning, a financial advisor can help you get started, avoid costly mistakes and grow your money.

Contact Momentum
Investments and Savings

Wealth





Business hours are Monday to Friday from 08:00 to 17:00. Closed on weekends and public holidays.

Investo





Business hours are Monday to Friday from 08:00 to 17:00. Closed on weekends and public holidays.

Momentum Collective Investments





Business hours are Monday to Friday from 08:00 to 16:30. Closed on weekends and public holidays.

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