Brand profile · Financial Services

Momentum Planning

Momentum Planning is a Financial Services brand in North Perth, Western Australia. Ownership is privately held; it publishes at momentumplanning.com.au. It holds one address on record, all in Australia. The record counts 6 people. Tagged families. One Australian registration (ABN) is a candidate match. It is listed alongside ten similar brands, mostly in Financial Services.

Profile live Privately Held Founded 2002 1 registry match ABN 1 office country
Registry match · ABR

Key facts

Counted staff
6
self-reported band not used
Founded
2002
24 years
Registry matches
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 possible registrationThese are name matches on ABR. 1 registration share this brand's name; which one you contract with is a question for the register.
  • MOMENTUM PLANNING PTY LTD

    ABN80106837558

    WAMedium confidenceMatched on exact nameABR

Legal entities

Momentum Planning: 1 registry entityMomentum Planning is linked to 1 registry entity: MOMENTUM PLANNING PTY LTD (ABN 80106837558, candidate).Momentum PlanningMOMENTUM PLANNING PTYLTDABN 80106837558Candidate · Medium confidence
Show as table · Momentum Planning: 1 registry entity
Momentum Planning: 1 registry entity
MOMENTUM PLANNING PTY LTDABN 80106837558
Confirmed matches0 of 1

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

Our team of Certified Financial Planners,technical paraplanners and client service officers work with individuals, executives and families to manage their financial affairs, build their long term wealth and balance lifestyle. We are renowned for providing clear advice options on a fee for service arrangement that delivers true value.

Specialties

All 6 specialties
  • Holistic Advice
  • Fee for Service
  • FPA Professional Practice
  • Executives
  • Families
  • Small Business Owners

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AUSuite 7; 1 Albert St; North Perth, Western Australia 6006Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

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FAQ

Which legal entity operates under Momentum Planning?

One Western Australia entity on the ABR. MOMENTUM PLANNING PTY LTD (ABN 80 106 837 558), medium confidence.

How many people work at Momentum Planning?

The record holds 6 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.

Where does Momentum Planning have offices?

One address on record, Australia only. Primary: Suite 7, 1 Albert St, North Perth, Western Australia 6006.

Has Momentum Planning raised funding?

None linked to this brand.

What does Momentum Planning list as its specialties?

Six tags on the brand's own list, among them families.

Which companies are listed alongside Momentum Planning?

17 profiles list Momentum Planning as a peer — 94th percentile in Financial Services. It lists ten peers of its own. Blueprint Wealth and Ally Wealth Management list it back.

What is Momentum Planning's website?