Momentum Financial Group

As a business owner and Franchisee, I value clarity, strategy and straight-talk — and that’s exactly what Mark from Momentum Financial Group delivers. He has a rare ability to take complex financial and business concepts and explain them in simple, practical language that actually makes sense. What really sets him apart is his ability to listen deeply to your long-term vision and translate that into a clear, achievable pathway forward. I never leave a conversation with Mark feeling overwhelmed — I leave feeling focused, confident and certain about the next steps to take in my business.

I have been working with Mark and Simone from Momentum for a couple of years and now consider them an invaluable part of my business's team. I struggled for many years to find an adviser that was beyond compliance. Someone that would help me define my goals and then set a path to achieve them. Someone who took a genuine interest in my business, worked with me proactively and challenged my way of thinking. There are times where I don't need much assistance, but I can be confident that the Momentum team are looking after things. Then there are times where I need to pick up the phone and get something done fast. I have not been let down once. Would highly recommend anyone seeking to get to 'the next stage' at least have a conversation with Momentum.

Having the Momentum team by our side making important decisions and helping us grow our business has been a crucial part of our success.

Having been a client of Momentum Financial for a short while, Matt Ainsworth reached out to me, and offered some critical and common sense financial advice for my small business. I acted on that advice and found out that it would save our business about $7000 relieving some short term cash flow issues. Combined with your expertise in tax and small business strategy, it makes Momentum Financial an essential partner to my long term goals as a business owner. Thank you Matt for both your professionalism and your compassion, I don’t think many accountants would have pro-actively reached out the way you did so it says a lot about you and your Organization. I couldn't recommend Momentum Financial highly enough.

Mark and the team at momentum have done a fantastic job helping me to set up a business and plan for the future. They gave me a clear strategy going forward, so good to work with such a professional team.

I Have been working with Momentum while growing my business and the advice and guidance has been fantastic highly recommended

Mark and the team at Momentum have assisted me with their business advisory service and provided a high quality, professional approach with insights that come from being able to look at the business objectively, instead of through my own subjective lens. I highly recommend getting in touch.