• Momenta creates momentum

  • One way to keep momentum going
    is to constantly have greater goals

  • Efficiency, technology, momentum

Momenta Advisors

Momenta Advisors are business advisory, tax and accounting specialists.

We are all about utilising technology to its full capacity to deliver efficiency to your business, streamline systems and provide momentum – ultimately helping you maximise your bottom line. Whether you run a small to medium sized business or require personal tax and accounting services you will receive quality, efficient and practical advice at Momenta Advisors.

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What is Momenta?

The word Momenta is a derivation of Momentum. This is the key to achieving business and personal growth as well as success. The word Advisors derives from the fact our principal provides multidisciplinary services.

Service Standards

Our service approach is personalised and proactive, with integrity and trust being at the forefront of our standards. We understand this is a relationship based business, so we strive to build solid foundations with every single client.

Service Area

Today’s technological advancements allow for greater, faster and easier communication across all geographical areas. We would love to work with you. Please contact us for more details or to set up an appointment.

Momenta Advisors

Xero in on your business

As Certified Xero Advisors, we are proud to offer our versatile, streamlined and smart financial management solutions for small to medium business.

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Find out more about our services

The services we provide aim to both deliver you more time to focus on your business’s development as well as support and contribute to your business’s lifecycle.

If you are not in business but aim to build and preserve personal and family wealth, as well as legally minimise your taxes, then our range of services will also provide you with piece of mind.

Business Advisory and Consultancy

Our expertise with accounting programs and financial data analysis means we can act as a ‘Virtual CFO’ to your business. Some of the services we provide include:

  • Financial ratio analysis
  • Analysis of Key Performance Indicators
  • Cash flow budgeting and forecasting
  • Profitability analysis
  • Balance Sheet health check
  • Industry benchmarking
  • Seasonal and periodic analysis
  • Cost control
  • Credit control
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Tax Planning

For the business owner it is also imperative to plan for your anticipated income tax. It is our philosophy that you should meet or provide us with your financial details regularly to help plan and budget for income tax payments at least 12 months in advance. In this economy, cash flow is the key to success. Therefore managing your tax liabilities into your cash flow forecasts is essential in maintaining a viable business. For those business owners on the cloud based options of accounting software, the process is as simple as liaising with us to view real time data. And we advise you on these forecasts through an efficient process.

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Business Structuring, Succession Planning and Asset Protection

One of the biggest decisions when opening or purchasing a new business will be at the very beginning when you decide what structure under which to operate. Getting this right can save you substantial tax and duties costs into the future, help quarantine your family wealth and give your piece of mind that your personal assets are somewhat protected.

At Momenta we will discuss your plans for the business, the nature of the industry you will operate within and your family structure to help tailor a solution which will include the most tax effective structure, provide a solid succession plan and protect your personal wealth.