Beverly has provided us with peace of mind her work with us collaboratively, to manage all aspects of our current and future finance plans. Excellent communication skills, attention to detail and a sound advisor who genuinely and continuously demonstrates support for our interests.
Very attentive to our needs.
Although my principal financial adviser is Pippa Elliot for the past 10 years, Beverley has often provided me with background information on strategies discussed at our Review Meetings. Beverley is thorough and prompt and always presents a balanced argument for consideration. Pippa and Beverley are an outstanding team as well as individuals. i feel very fortunate that my financial future is in their capable hands. Our children, now in their mid 20's are being assisted by the Momentum Team and this gives us confidence for their financial strategy and bright future.
I have already left a testimonial for Pippa Elliott of Momentum and my ratings and comments for Beverly are the same as those given for Pippa. I consider them both to be my advisers although I have not known Beverly quite as long as Pippa. Beverly is an integral part of the team and the team is excellent. I have had no hesitation in recommending them to friends.
Momentum Planning Pty LtdSuite 7 Level 1, 1 Albert Street
North Perth, WA 6006
- 8:00am – 5:00pm Monday – Friday
- Adviser status Gold
- Number of reviews 5
- First year providing advice 2010
- Years of experience 13
- Graduate Certificate in Financial Planning
- Certified Financial Planner (CFP)
The upfront planning fee is set however the ongoing fee is based on complexity of personal strategy and needs
Momentum Planning Pty Ltd