Tell me more about Momentum
At Plum, one of the ways we support your needs is by providing professional financial advice services, and we do this through Momentum Financial Advice.
They know where you’re coming from
Momentum Financial Advisers are more than just professionally qualified and experienced advisers. They work in your area and they regularly work with your employer, so you could say that they already know your industry, your job, and where you’re coming from.
The Momentum Financial Advice Panel
Momentum Financial Advice is just one part of our Momentum suite of financial services.
Each financial adviser on the Momentum Financial Advice panel:
- provides advice on a capped, fee-for-service basis for superannuation and investments advice
- has obtained a high level of industry accreditation
- has a minimum of three years experience providing face-to-face financial advice and
- is experienced in providing advice to clients in a workplace environment (if this is your preference).
If you are interested in more information about Momentum, the following reading material is available.
The Momentum suite of financial services is provided by GWM Adviser Services Limited, ABN 96 002 071 749, an Australian Financial Services Licensee, AFSL 230692.
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