Momentum Financial Group

Momentum Financial Group Accountants/Business Advisors/Financial Planners - www.momentumfg.com.au

Momentum Financial Group is a team of specialist Accountants and Financial Advisers with an entrepreneurial flair. With locations in Geelong and Horsham we offer professional, innovative and values-based advice to metropolitan, regional and rural businesses throughout Victoria (Geelong, Surfcoast, Bellarine, Wimmera, Melbourne). Our office located at 57 Gheringhap Street, Geelong 03 5221 9133
We service the Geelong, Bellarine Peninsula, Surfcoast, Melbourne and the Wimmera region.

18/06/2024
25/04/2024

In honour of all those who have served our nation.

Wing Commander John Glover’s message on the importance of honouring those who have made the ultimate sacrifice for their country by striving to build a better future was inspiring.

“We must thank our veterans and capitalise on the peace their sacrifices have bestowed us. Those veterans and those who serve today, at one point in their lives, wrote a blank cheque made payable to Australia for an amount up to and including his or her life. That is an enormous commitment, and we are the recipients of that,“ the Wing Commander said.

“What have we done in peace to merit their sacrifice? Let’s not waste time speculating. Let’s go out and do something worthwhile.

“For what they have done, this we must do. We do remember them. May we and our successors prove worthy of their sacrifice. Lest we forget.”
Day 🇦🇺 🇳🇿

Happy Easter from the team at Momentum! 🐰🐣 We hope you have a great long weekend and manage to spend some time with the ...
05/04/2023

Happy Easter from the team at Momentum! 🐰🐣 We hope you have a great long weekend and manage to spend some time with the ones you love! (Oh and be sure to indulge in a little too much chocolate and a hot cross bun or two! 😜)

Our Geelong office will be closed on Good Friday and Easter Monday and we will be back in the office from Tuesday 11th April.

📚📚 Bookkeeping is time consuming and can keep you tied to your desk when you should be (and would much rather be) out bu...
03/04/2023

📚📚 Bookkeeping is time consuming and can keep you tied to your desk when you should be (and would much rather be) out building your business!

With the end of financial year fast approaching, let Momentum’s team of experienced Bookkeepers take the hassle out of your paperwork requirements a.s.a.p.

Visit our website to discover all the bookkeeping and accounting elements our team can tackle ⬇️

https://bit.ly/MomentumFGServices

What’s the new deal with working from home? 👨💻From 1 July 2022 onwards, the ATO has refreshed the way you can claim dedu...
30/03/2023

What’s the new deal with working from home? 👨💻

From 1 July 2022 onwards, the ATO has refreshed the way you can claim deductions from working at home with two options: The fixed method and the actual method.

Find out how to claim using these new methods in our newest newsletter 💰⬇️

https://bit.ly/MomentumNewsletterMarch2023

Momentum Financial Group is based on Gheringhap Street in the heart of Geelong. Our team are proud to work hand-in-hand ...
27/03/2023

Momentum Financial Group is based on Gheringhap Street in the heart of Geelong. Our team are proud to work hand-in-hand with dozens of local Geelong, Bellarine and Surf Coast Businesses and we are keen to work with more.

If you are looking to take your business to the next level, set yourself up for the future and have a legacy to pass onto your successors get in touch with our team a.s.a.p. and book an obligation-free consultation with one of our experts.
☎️(03) 5222 6688

The general transfer balance cap (TBC) or the amount of money that can be held in a tax-free retirement account is incre...
23/03/2023

The general transfer balance cap (TBC) or the amount of money that can be held in a tax-free retirement account is increasing by $200,000 on 1 July 2023 📈

Our latest newsletter highlights the latest changes to super balance increases 👇 follow the link below.

https://bit.ly/MomentumNewsletterMarch2023

Doing everything on your own is hard work and it can be a lonely, isolating way to try and achieve your goals. 🙋Working ...
22/03/2023

Doing everything on your own is hard work and it can be a lonely, isolating way to try and achieve your goals. 🙋

Working with a team to guide you, advise you and lift you up might still lead to some hard work - but when your share the load, ask for help and use the knowledge and experiences of your collective team, achieving your goals becomes a whole lots easier to reach. 🙌

Reach out to the team at Momentum Geelong ☎️(03) 5222 6688 or visit our website for more details on help lift you up👇

https://bit.ly/MomentumFGServices

The ATO has their sights set on taxpayers claiming deductions on holiday homes. 🏠If you’re a holiday home owner, learn a...
20/03/2023

The ATO has their sights set on taxpayers claiming deductions on holiday homes. 🏠

If you’re a holiday home owner, learn about the questions the ATO will be asking and which claims may lead to limited deductions on the property in our newest newsletter 🤔

https://bit.ly/MomentumNewsletterMarch2023

Unless you have a crystal ball it can be difficult to predict what is coming next 🔮 . . . . actually, that’s not 100% tr...
17/03/2023

Unless you have a crystal ball it can be difficult to predict what is coming next 🔮 . . . . actually, that’s not 100% true.

Our Momentum Advisory team can help guide you through what comes next - knowing what steps to take and the right time to take them is invaluable. Having a sounding board that first listens and then guides you on your journey is peace of mind worth having!

Reach out to our team on ☎️(03) 5222 6688 or visit our website👇

https://www.momentumfg.com.au/

We all know our super as a way to preserve our savings to deliver an income throughout retirement, but the latest consul...
15/03/2023

We all know our super as a way to preserve our savings to deliver an income throughout retirement, but the latest consultation paper released by the treasury has sparked a debate about superannuation. 💵

Head to our newsletter to get the latest updates on superannuation ahead of the 2023-24 Federal Budget (link below ⬇️ ).

https://bit.ly/MomentumNewsletterMarch2023

Having a trusted and experienced business advisor as part of your team is like having a co-pilot for success. Read our l...
13/03/2023

Having a trusted and experienced business advisor as part of your team is like having a co-pilot for success. Read our latest blog ⬇️ to see how Momentum can help your business dreams take off! ✈️


https://bit.ly/Mar23BusinessAdvisor

Address

57 Gheringhap Street
Geelong, VIC
3220

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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