So, where do I go from here?

Maybe you want to make an appointment, or maybe you’d prefer to find out a bit more first – here’s how to do both.

I'd like to get some advice

Simply call 1300 55 7586 for:

• free general advice over the phone
• limited advice over the phone
• to arrange a face-to-face appointment with an adviser

A Plum Member Services Consultant will take your call and arrange for you to talk with an adviser.

If your requirements are best handled with a face-to-face discussion, the telephone adviser will first get a broader understanding of your requirements over the phone, and will then arrange an appointment for you to meet with a Momentum Financial Adviser in person. The telephone adviser will let you know what sort of information to bring along to your first appointment.

A note about costs

At no stage will you incur any costs without being given prior warning, as well as the option to withdraw your request.

To find out more about the costs associated with limited advice and face-to-face advice, please refer to
What will it cost me? (And remember, general advice provided over the phone is free of charge.)

I’d like to find out more

Tell me more about Momentum

Read our Financial Services Guide

Contact an adviser

Financial advice disclaimer
Momentum Financial Advice is a service provided by GWM Adviser Services Limited (GWMAS) ABN 96 002 071 749 AFSL 230692 through an agreement with PFS Nominees Pty Ltd as trustee of the Plum Superannuation Fund. GWMAS, the Trustee and Plum Financial Services Limited are part of the National Australia Group of companies. GWMAS and the financial advisers may receive a commission when applications are lodged for certain financial products. Further information on commission can be obtained from the financial adviser’s Financial Services Guide. Neither Plum nor the Trustee endorses or guarantees any advice provided by GWMAS or any financial adviser referred through the Momentum Financial Advice services. The Trustee, through its administrator, Plum, merely facilitates members’ access to these services and does not accept any liability for the services provided.