A Momentum Financial Wellness Practice is a dynamic, entrepreneur-led business, attracting both experienced and new financial advisers who are passionate about building long-term client relationships and guiding clients to holistic financial wellness.
Every aspect of financial advice and planning is supported through the Practice and the deep backing provided by Momentum as a leading insurance brand ensures competitive remuneration and personal and business growth.
Using Momentum’s unique financial wellness framework, a comprehensive and persuasive platform with best-of-breed products, you will build long-term relationships with your clients and guide them to financial wellness at every stage of their lives.
- General Financial Planning
- Life Insurance
- Investment and Savings
- Retirement Planning
- Estate Planning, Wills and Trusts
- Employee Benefits