|Name||Declan Thomas CFP®|
|Company||Momentum Planning Pty Ltd|
1 Albert Street
North Perth, WA 6006
I'm a financial adviser who works with you to understand whats important and why, me and my team at Momentum then develop a tailored solution to ensure you achieve your objectives.
At Momentum we do financial advice unlike our competitors, putting our clients interest ahead of our own and charging a fee for service arrangement with no product commissions or affiliations.
Our focus is on clients with complex financial situations that need clarity on their different strategic advice options to ensure they make an informed, and correct decision.
We work with professionals on high incomes to achieve tax effective outcomes, pre and post retirees to ensure their situation is optimised and high net wealth families looking to outsource their financial strategy development, investment/insurance management and strategic plan implementation.
Our advice process involves showing clients several different modeled scenarios and the projected outcomes whilst informing them of the risks and benefits of each decision. We then provide a recommended pathway for them to take to ensure they make the best choice for their situation. This unique advice approach has seen us recognised and awarded as one of the leading boutique independent advice practices in Australia.
As an self licensed practice we are not obligated by a product provider to push our clients towards their products like you find with large institutional licensees.
At Momentum we aim to be the go to person for your financial decisions and problems, taking the complicated and providing an easy to understand solution so you can get on with business, worry free.
We are always happy to have a conversation so please feel free to give me a call on (08) 9221 1955 or 0425 731 069.