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Count Financial adds Financial Momentum

Yasmine Masi1 December 2021
Red jigsaw piece in the middle of 4 other white jigsaw pieces with one broken off

Count Financial Limited has announced Financial Momentum as the latest firm to join its national advice community, as part of its ongoing growth strategy.

 The CountPlus-owned licensee’s newest addition takes the tally to 23 new appointments in 2021, as the firm continues to target high-quality advice businesses to add to its network.

Financial Momentum is a family business based in Wangaratta in Victoria’s northeast with a second office near Melbourne’s CBD in Sunbury. It has a team of four financial advisers who focus on making financial planning simple and convenient for clients.

Financial Momentum was previously licensed with Total Financial Solutions (TFS), another CountPlus-owned licensee, and were part of the Nextplan network before deciding to move to Count Financial.

Matthew Holmes, Financial Adviser at Financial Momentum, said the decision to partner with Count Financial was made simple due to the existing relationship the business already has with former TFS firms.

“We have ongoing relationships with former TFS firms who joined Count Financial and many of them spoke about how great the transition had been for them,” he said.

“These relationships were instrumental in our decision to join, as we were looking for ways to increase efficiencies that these firms have been enjoying on the back of Count Financial’s strong technology focus.”

Andrew Kennedy, Chief Advice Officer at Count Financial, said that Financial Momentum is a quality firm and is excited to be working with the team again.

“Given my background as the former CEO of TFS, I’m delighted to be working with Michael, Matt and the team once again,” he said.

“It’s pleasing to know that the investments we are making in simplifying and enhancing the advice delivery process are being recognised by our adviser community, which has played a big part in Financial Momentum choosing to rejoin us.”

Financial Momentum commences operations with Count Financial on 1 December.


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