Blake Malcolm

Momentum Wealth Management - Mt Waverley

Gold
5 Yrs Experience
Mount Waverley, VIC 3149

Recent reviews

Momentum Wealth Management - Mt Waverley

Suite 1, 427 Blackburn Rd
Mount Waverley, VIC 3149

Opening hours

  • 9:00am – 7:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 10
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

The primary role for financial planners is to add value for our clients. The fee structure I employ varies depending on a client position and the potential value added. I attempt to only position fees if a clear line of value is evident to a client so my clients can walk out comfortably ahead.

Licensed by

Momentum Wealth Management Corporation Pty Ltd

AFSL 454895

4.95
10 Reviews
5
4
3
2
1
5.00
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"Blake has been a very informative, helpful and friendly person to deal with. Both my husband and I were quite nervous about seeking financial advice from a professional and putting our trust in that person however, our fears were put to rest with Blake. He has been able to explain things to us very clearly and his confidence, knowledge and experience has made us feel very comfortable. Blake is always available either via telephone or email to answer any queries. I would not hesitate to recommend him to family or friends and, indeed, have done so."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Blake has provided timely and tailored advice on a range of investment, portfolio growth and asset protection options. I appreciate Blake's time to discuss my objectives, the reasearch he undertakes to provide best options and the time he takes to explain these and answer any questions I may have."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Blake has always given my husband and I wise and valuable advice in many areas of finance, taking into consideration our wishes and needs. Everything is explained to us in terms we can clearly understand. His manner is friendly and he conducts himself in a professional and business-liked manner. We would certainly recommend him."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Blake has given us advice in areas including Retirement Issues, safeguarding our Centrelink Safety Net Incomes and other appropriate risk factors as far as our various investments are concerned. Blake has always been able to explain things very clearly and we are most appreciative of his personal interest and attention."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"From our first meeting with Blake we were immediately impressed with his professionalism and technical knowledge. Our trust in Blake has been consistently repaid through his: • clear and unambiguous recommendations; • advice that was appropriate to us; • a willingness to go the extra distance to help us achieve our goals; • regular monitoring of our investments with proactive, timely advice when needed; and • accessibility whenever we needed to consult him. We highly recommend Blake Malcolm to any prospective client."

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Blake is a competent, approachable, diligent, knowledgeable adviser. He is very well qualified and keeps up to date with current economic, investment and marketing trends. He alerts us promptly to any changes which might benefit our investments and investment strategies. We have benefitted greatly from his advice. He communicates very clearly."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Blake is an excellent financial adviser and is definitely a cut above the rest, Which is why I have no hesitation in recommending Blake to not only my friends but also family. His attention to detail and knowledge of the industry is unparalleled."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Blake has given me advice in regard to my pension investments since 2018. Blake has a very pleasant manner and always listens to and is responsive to my ideas and concerns. He is always able to explain things to me in a clear way. Changes that he has advised me to make have proved to be very successful. Through Blake's knowledge and experience, I feel very confident that the advice given has been right for my needs. Blake instigates regular reviews of my portfolio and I always receive his full care and attention when I need it."

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Our experience with Blake Malcolm and Momentum Wealth Management has been faultless. Blake has given us advice in areas including loan products, self managed super funds and debt management. Blake has always explained everything in in such a way that Graham and I can follow clearly. Blake is passionate about the financial industry and with his vast knowledge and experience we feel very confident that the advice he has given us, he has provided us with a clear a pathway to a very secure financial future. Blake always makes the time to listen and advise us whenever we have any questions. We highly recommend Blake Malcolm and Momentum Wealth Management."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Blake has given my husband & I advice on our superannuation, insurance and cashflow. We were extremely impressed with Blake’s knowledge and experience. He is always able to explain things to us clearly so we have a full understanding. We feel very confident that the advice Blake gave us is right for our needs. We are always able to receive Blake’s care & attention when we need it. We highly recommend Blake."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2020

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
2015

Securities and Managed Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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