Case Studies

Bundoora Boat Upholstery
After 8 years in business, Adam realised he needed the support of a business advisor as well as an accountant in order to take his business to the next level. Understanding the challenges that businesses face is something we, at Momentum Financial Group pride ourselves on. We have supported Adam and his team at

Martin Plumbing
With support from Momentum Financial Group, Martin Plumbing has flourished from a sole trader to a company with multiple employees. Establishing Jarred’s goals, values, the direction along with structure and systems was a priority in order to develop and grow Martin Plumbing into the successful and reputable heating and cooling plumbing business it is

GripSport
Momentum Financial Group is proud to call GripSport a long term and successful client. Jon Weaving with help from our Momentum team turned his trade skills into a successful business. John learnt how to become a CEO and how to run a business. Our team carried out a comprehensive study to clarify where John wanted