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 5.00
  • Number of reviews 11
  • 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