Pippa is a Certified Financial Planner and multiple award winner. She is passionate about helping clients turn their complexity and concern into clear and meaningful outcomes. She also holds a Distinguished Service Award from the FPA for significant contribution to the financial planning community and development of the profession.
Pippa has been our adviser for over 10 years and thanks to her we are clearly on a great path financially as well as having appropriate protections in place. Easy to talk to and understand as well.
Pippa has been my trusted financial adviser for over 10 years. Her prompt response to my changing circumstances throughout my career has saved me valuable assets, time and stress. Now nearing retirement Pippa and the Momentum Team have provided a clear pathway to a comfortable life we have always envisaged. As the saying goes if you fail to plan you plan to fail and I have seen some of my friends fail to reach their retirement income and having to work full time when they should be enjoying the security of a retirement income. I dread to think at what stage I would now be if I had listened to some of the uninformed financial opinions of well meaning family and friends. We look forward to our yearly review meetings with Pippa and knowing she is there throughout the year providing up to date financial guidance is priceless!
We were referred to Pippa when the planner we contacted advised he was not able to accommodate additional clients in his practice. He spoke highly of Pippa. Pippa's advice has since that time, set me and my now, late partner up for a comfortable retirement. All staff are at Momentum are friendly, professional and importantly available. Equally important, I know that when Pippa is unavailable, Beverly or Amanda are on hand to assist and that their advice will be consistent with that provided by Pippa. I often feel as though Momentum exists for me and that is a special attribute of this company.
Pippa was first point of contact when we embarked on our retirement journey and she introduced us to what we consider to be the best way forward to retire with minimal external influences like governments and poor financial advice. We are totally satisfied with the service Pippa and her company have given and would not hesitate in recommending them to any other person.
- Adviser status Silver
- Number of reviews 4
- First year providing advice 1998
- Years of experience 25
- Diploma of Financial Planning (1-8)
Momentum Planning Pty LtdSuite 7 Level 1, 1 Albert Street
North Perth, WA 6006
- 8:00am – 5:00pm Monday – Friday
Momentum Planning Pty Ltd