The Momentum offer is made up of Momentum Financial Advice and Momentum Loan Solutions.

Momentum Financial Advice is designed to take the hard work out of making financial decisions through the help of a qualified financial adviser. The two types of assistance they can offer are:

1. General advice over the phone – at no cost to you
Helping to answer questions such as:

• superannuation – how can I boost my super?
• insurance – what type of cover is available?
• investments – what are my options?

2. Personal face-to-face advice – the first consultation at no cost to you
Providing more in-depth advice helping to answer questions such as:

• assistance with budgeting and/or reducing debt;
• assistance in mapping out a short term/long term financial plan; and
• how to use tax effective investment strategies to build your wealth.

Find out more about Momentum Financial Advice.

Momentum Loan Solutions can help take some of the hard work out of finding the right home loan – at no cost to you. Momentum Loan Solutions enlists the help of MLC Lending Managers, who you can deal with face-to-face or over the phone. They:

• will consider home loans from a range of providers;
• then shortlist home loan providers suited to your specific situation and needs;
• conduct negotiations on your behalf with the home loan provider;
• can conduct annual reviews to ensure your home loan continues to meet your needs; and
• establish your loan in an efficient and cost effective manner.

Find out more about Momentum Loan Solutions.