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Momentum Financial Group

Accountants, Financial Planners and Investment Advisors

Geelong and Horsham 

Momentum Financial Group is a team of specialist accountants, wealth managers, financial advisors and investment advisors with an entrepreneurial flair. From our locations in Geelong and Horsham we offer professional, innovative and values-based expert advice to metropolitan, regional and rural businesses throughout Victoria.

Our focus is to provide integral services to small and medium sized businesses across a diverse cross-section of industries. So whether you‘re part of a family business, a partnership, company or a conglomeration looking to further develop and expand your financial and business empire, Momentum Financial Group can help you surpass your business ambitions.

We work with our client base of professionals and business owners to clarify their business and financial objectives and strategically plan for the future, providing:

  • a professional approach based on principle and process
  • reassurance that our clients' best interests are held above all else
  • peace of mind through financial security and stability for the future.

With a wealth of specialist experience spanning decades, our team of financial planners, business advisors and accountants will help you define where you and your business are now and where you want to go. We then design and deliver tailored strategies from financial planning to business coaching to ensure you and your business reach your potential.

Our aim is to provide you with advice when your business needs it - not just when you ask for it. Our flexibility and adaptability will ensure you get the best results. We'll help you manage every aspect of your business and because we establish a one-on-one relationship with each of our clients, you can be confident our advice is uniquely tailored for your business.

Our approach means our clients can be absolutely confident of moving in the right direction with clarity and peace of mind.

Contact Momentum Financial Group now at our Horsham or Geelong offices and let us help you create your strategy for life.