My wife and I have had the benefit of Blake's in-depth knowledge of financial matters for about five years. During our annual reviews, Blake has been able to explain complex financial issues and make them easy to understand. We have both benefited financially from the advice he has given us during reviews and also in correspondence between us, which has occurred on a regular basis. We would be pleased to recommend his services to any potential client.
Blake is a true professional. He communicates on a regular basis with me, he has explained everything to me in such a way that I actually understand. I have the utmost trust and respect for Blake. I feel totally comfortable with my decision to have Blake as my financial adviser. Maureen Payne
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.
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.
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.
Momentum Wealth Management - Mt Waverley277 Centre Rd
Bentleigh, VIC 3204
- 9:00am – 7:00pm Monday – Friday
- Adviser status Bronze
- Number of reviews 12
- First year providing advice 2017
- Years of experience 6
- Master of Financial Planning
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.
Momentum Wealth Management Corporation Pty Ltd