|Name||Beverly Harvey CFP® ACS|
|Company||Momentum Planning Pty Ltd|
|Address||Suite 7 1 Albert St
North Perth, WA 6006
2012 FPA Best Practice Award - WA State Winner
In July 2002 Momentum Planning was established in Perth as a boutique Financial Planning Practice. The Vision was clear – to deliver professional financial planning advice that accounted for the personal lifestyle needs, core values and aspirations of clients.
Our team of three Certified Financial Planners, two technical paraplanners and client service officer work with individuals, executives and families to manage their financial affairs, build their long term wealth and balance lifestyle. We work together to design a highly detailed and unique plan so that you are well prepared when it matters most – and you often don’t know when it will matter most.
We are renowned for providing structured, unbiased advice on a fee for service model that delivers true value.