John Gould

Momentum Wealth Management - Wantirna

Gold
10 Yrs Experience
Wantirna South, VIC 3152

John started in financial services a Paraplanner with RI Advice in 2011. Within six months, John was appointed an Authorised Representative of RI Advice Group Pty Ltd. Since September of 2018 John has been authorised to operate under the Momentum Wealth Management Corporation Pty Ltd AFSL.

Tertiary education through Deakin University: a Bachelor of Commerce (Financial Planning/Finance) and a Master of Commerce (Accounting/Insurance) has meant that John meets the education standards to be a practicing financial adviser. John has also completed the Ethics and Exam components of FASEA/ASIC's adviser requirements.

John is responsible for the technical, legal and best interest approach to the preparation of comprehensive financial advice to valued clients. John has also proven his proficiency in explaining technically complex scenarios in a manner that is easily understood by clients.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

At Momentum Wealth Management we pride ourselves on providing high-quality advice that helps our clients achieve their goals and is clearly in their best interests. We quote our fees for personal financial advice and there are no surprises.

Any advice fees quoted reflect the level of complexity of the advice, the time required to prepare and implement the strategy as well as the value it provides to our clients.

Almost all of our clients elect to participate in our Ongoing Service Program, and we have fixed-fee packages designed to provide ongoing value with peace-of-mind that you won't be paying more fees simply because your wealth has grown. We believe in charging for the advice and service provided, regardless of whether you have $100,000 or $1,000,000.

We can also charge at our hourly rate for advice and service, if clients wish to use this method instead.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.92
  • Number of reviews 15
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Master of Commerce (Accounting and Insurance)
  • Language spoken
    • English

Momentum Wealth Management - Wantirna

Suite 4, 410 Burwood Highway
Wantirna South, VIC 3152

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Momentum Wealth Management Corporation Pty Ltd

AFSL 454895