Momentum Financial Group

About

This business provides comprehensive financial services to small business owners, helping them achieve their goals and overcome challenges. With a focus on building long-term relationships, the team offers personalized advice and guidance, taking the time to understand each client's unique needs and vision. As evidenced by the reviews, the business has a rare ability to explain complex financial concepts in simple, practical language, making it an invaluable partner for those seeking clarity and strategy. The team's proactive approach and genuine interest in their clients' businesses have earned them a reputation as a trusted and essential partner for small business owners. By offering a range of services, including bookkeeping, business advisory, and tax strategy, the business helps its clients define and achieve their goals, whether that's relieving short-term cash flow issues or planning for long-term growth. With a commitment to delivering common-sense financial advice and exceptional customer service, this business has established itself as a go-to destination for small business owners seeking expert guidance and support.

Services offered

The business offers a range of bookkeeping and accounting services, including BAS, payroll, and accounts payable/receivable. The team's expertise in tax strategy and business advisory services is also evident, with a focus on providing personalized advice and guidance to help small business owners navigate complex financial issues. The business's ability to provide reconciliation, reporting, and other accounting services suggests a comprehensive approach to financial management, with a focus on delivering accurate and timely financial information to support informed decision-making. By offering a range of services, the business is able to provide a one-stop-shop for small business owners, helping them to manage their finances, achieve their goals, and overcome challenges.

Industries served

The business serves a range of industries, including farming, medical specialists, and construction. The team's expertise in these areas is evident, with a focus on providing personalized advice and guidance to help small business owners navigate the unique challenges and opportunities of their industry. The business's ability to work with clients from diverse backgrounds and industries suggests a flexible and adaptable approach, with a commitment to delivering expert guidance and support to help small business owners achieve their goals.

Service area

The business serves a range of areas and communities, with a focus on providing personalized services to small business owners. While the exact geographic focus is not explicitly stated, the reviews suggest that the business has worked with clients from various industries and locations, indicating a willingness to work with clients from diverse backgrounds. The team's ability to work remotely and on-site suggests flexibility and a commitment to meeting the unique needs of each client. With a strong presence in the local community, the business is well-positioned to serve the needs of small business owners in the region, providing expert guidance and support to help them achieve their goals.

Specialisations

Small Business BookkeepingBAS and GST ComplianceTrades and ConstructionMedical and Health Practices

Reviews

Review 1 of 1
★★★★★via Google

Mark and the team at Momentum Financial Group have helped my husband and I define our business goals and have provided a clear path as to how to achieve them! They are great advisers and we highly recommend them!

Contact Information

Address

57 Gheringhap St, Geelong VIC 3220, Australia