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Accountants, Business Advisors & Financial Planners

Welcome to a firm that cares about

  • You
  • Your Business
  • Your Future
Book a Discovery Session
You
Understanding where you are now and where you want to go are fundamental to designing your strategy.
Your Business
Is the vehicle to delivering the lifestyle you deserve and the future you want.
Your Future
Investing your resources wisely, so you have the freedom to do what you want, when you want, with whom you want to do it with.

Geelong Accountants & Advisors

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.

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.

“We believe in not just reporting on your history, but being actively invested in helping YOU create it!”

William (Bill) Ainsworth FCA - Founding Partner

William Ainsworth

What our clients say

Kate Dewey says

Would recommend Mark and his team for anyone serious about their business

It was so refreshing to work with someone who took a genuine interest in my business, worked with me proactively and challenged my way of thinking.

Nathan George says

I struggled for many years to find an adviser that was beyond compliance.

I have been working with Mark and Simone from Momentum for a couple of years and now consider them an invaluable part of my business's team.

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