Securing Your Future with Strategic Investment Solutions

Momentum Plus Investments specializes in managing pension, retirement, health, and welfare funds with over two decades of expertise in delivering sustainable financial growth for our clients across Australia.

Our Core Services

Comprehensive financial management solutions tailored to secure your future and maximize your investment potential.

Pension Fund Management

Expert management of pension funds with strategic asset allocation, risk assessment, and compliance monitoring to ensure optimal returns for your retirement planning.

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Retirement Planning

Comprehensive retirement strategies designed to build wealth over time, featuring diversified portfolios and tax-efficient investment vehicles.

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Health & Welfare Funds

Specialized management of health and welfare funds ensuring sustainable growth while maintaining liquidity for immediate healthcare needs and emergency situations.

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Why Choose Momentum Plus?

Our commitment to excellence and proven track record make us the trusted partner for your financial future.

Proven Expertise

Over 20 years of experience in fund management with a team of certified financial professionals.

Regulatory Compliance

Fully licensed and compliant with Australian financial regulations and industry standards.

Personalized Service

Dedicated account management with customized investment strategies tailored to your specific needs.

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Million AUD Managed

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Satisfied Clients

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Years Experience

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% Client Retention

Our Investment Approach

A systematic methodology designed to deliver consistent returns while managing risk effectively.

1

Initial Assessment

Comprehensive analysis of your current financial position, risk tolerance, and long-term objectives to create a personalized investment framework.

2

Strategic Planning

Development of a customized investment strategy with optimal asset allocation, diversification principles, and risk management protocols.

3

Implementation

Execution of the investment strategy with careful selection of financial instruments, continuous monitoring, and performance optimization.

4

Ongoing Review

Regular portfolio reviews, performance analysis, and strategic adjustments to ensure alignment with changing market conditions and personal goals.

Meet Our Leadership Team

Experienced professionals dedicated to delivering exceptional financial management services.

Joshua Payne

Joshua Payne

Business Manager

With over 15 years in financial services, Joshua leads our client relations and business development initiatives, ensuring personalized service delivery.

Sarah Mitchell

Sarah Mitchell

Chief Investment Officer

Sarah brings 18 years of portfolio management expertise, specializing in pension fund optimization and strategic asset allocation.

David Chen

David Chen

Senior Fund Analyst

David's analytical expertise and market research capabilities drive our investment decisions and risk management strategies.

Get in Touch

Ready to secure your financial future? Contact our team for a personalized consultation.

Contact Information

Business Manager

Joshua Payne

Address

404 Neil Street
Ballarat, Victoria, 3350
Australia

Phone

+61 3 6867 7855

Email

joshuapayne@momentumplus.pro

Business Hours

Monday - Friday 9:00 AM - 5:30 PM
Saturday 9:00 AM - 1:00 PM
Sunday Closed