Michael Holmes, CFP®

Name Michael Holmes CFP®
Company Financial Momentum
Address 23 Ely St
Wangaratta, VIC 3677
Phone 03 57214855

Michael Holmes, CFP first started in the Financial Services Industry in 1992 and became a Certified Financial Planner in 2003. He utilises his vast knowledge, experience and understanding to build strong bonds with clients by helping them achieve their goals and financial security.Michael's business Financial Momentum is committed to developing and offering high quality and innovative Financial Planning products and services with particular marketing of Super, Risk Insurance, Investment and Allocated Pension products suitable for Pensioners and Retirees. Their experienced advisers also provide a unique service for clients needing assistance with their Centrelink entitlements and calculations, and can assist clients in creating a strategy for their transition to retirement.The Financial Momentum supportive, helpful, welcoming and happy staff are always available to offer unlimited service to each and every client.Our goal is to always provide clients with professional services and advice, acting in our clients; best interests, whilst complying ethically with industry standards.We currently have around 3000 clients with the majority being from the Victorian/NSW Country and Metropolitan Regions, with around 400 clients from various other places in Australia. Our point of difference is that we personally consult to a wide and diverse range of clientele and regularly service our top Rated clients.

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