We are a boutique Sydney-based financial services firm dedicated to helping businesses grow by providing deep, reliable insights through the highest level of business, accounting taxation, finance & insurance services. Using the best of tech combined with seasoned expertise, we pride ourselves on providing certainty and maximising efficiency – governed by service standards that set us apart from the rest.
FCPA, B.BUS. (ACC.), JP
Michael brings extensive experience and knowledge to help businesses grow, having worked with some of Sydney’s most respected firms. Michael specialises in guiding high-net worth individuals and industry-leading businesses with expert insights, taking their finances to the next level. Outside of work, Michael is a dedicated family man and avid sports fan, playing competitive soccer and pursuing road and mountain bike riding.
CPA, B.BUS. (ACC.)
During his time as the financial controller for a large property development company, Chris drove the implementation and maintenance of the project feasibilities, group cash flows and lead the finance department. Chris is an industry leader dedicated to the intricacies of business growth. When not in the office, Chris can be found cycling, go-kart racing and spending time with friends and family.
CA, B.BUS. (ACC)
Paul has built extensive experience in helping businesses grow through years spent with one of Australia’s most reputable accounting firms. Paul brings a deep knowledge of tax and business advisory practices, making him well placed to help all types of businesses achieve their financial goals. When he’s not in the office, you can find Paul at the beach, exploring the great outdoors and travelling.
CA, B.COM (ACC.)
Shadie brings a strong background in taxation and business affairs to the Momenta team, built from years working in public accounting with a broad range of businesses across a variety of industries. Outside of work, Shadie enjoys keeping fit and enjoys a healthy lifestyle. He enjoys all sports but is most passionate about soccer.
ANZIIF (Snr Assoc) CIP ASIC #384430
Director, Business Risk Advisor
Peter brings a deep understanding of risk to the Momenta team, coupled with a comprehensive track record navigating the most effective ways to protect what matters to our customers. Peter believes in bringing integrity, respect and commitment to every client problem and strives to make your insurance work harder so you get the most from your coverage.
Sam has had a passion for Finance since his days working in large Iconic organisations, which led him into Mortgage and Finance Broking in 2015. He quickly developed proficiency in complex lending structures through his diverse client base. Sam has had longstanding relationships with clients buying their first home, and educating them to develop investment property portfolios, a rewarding experience for him and his clients. Sam enjoys quality time with his wife and 3 children, and getting his hands dirty somewhere on his farm.
CPA, B.BUS. (ACC)
Peter has been helping small and medium sized businesses grow since 2002, working alongside owners across a myriad of industries. So he knows first hand that the right advice is crucial for the modern business to reach its financial goals. Peter enjoys spending time with friends and family, motor racing, travel, movies and is an avid supporter of the NRL’s Cronulla Sharks.
Adrian De Bortoli
Adrian’s years with a mid-tier accounting firm have served him well, gaining a wealth of knowledge in accounting and tax. This has given Adrian a deep understanding of what it takes for businesses to build robust finances and take their operations to the next level. You’ll find Adrian spending time with friends and family, including his Australian Kelpie, Dozer. Adrian has a love of anything with two wheels and is a skilled snowboarder.
James brings a unique set of financial advisory skills to the Momenta team, having been involved with a variety of superannuation funds, investment platforms and insurance companies. His first-hand experience working with small businesses informs his tailored approach with clients today. James balances an active lifestyle and interest in cricket and soccer with movies, online gaming and quality family time.
Business & Tax Advisor
With Nick’s academic background in Professional Accounting, he applies his knowledge and skills within the Momenta Team as a Business and Tax Advisor. With a unique background in education, Nick brings with him an enthusiasm to help you understand your Business and Tax obligations. When he’s not in the office you’ll find Nick at the gym, exploring the outdoors, or in search of a good meal.
Business & Tax Advisor
Having completed a degree in Commerce Accounting, Nick can apply his skills in Tax and Business Advisory with the Momenta team. Outside of the office, Nick enjoys home brewing beer and sharing his brews with his family and friends. He is also a keen traveller, in particular south-east Asia and Greece.
CA, B.COM (ACC)
Business & Tax Advisor
George is a Chartered Accountant with a passion for supporting small businesses. With 5 years of experience in commercial accounting, George brings expertise in finance optimisation. Outside of work, he runs a successful futsal business, plays football and values quality time with family and friends.
Graduate Business & Tax Advisor
Koray, a graduate with a degree in Commerce majoring in Professional Accounting has found a strong passion for Business & Tax Advisory. Coming from a family of accountants, Koray shows eagerness as a motivated individual to develop himself into a professional in the field of Accounting and Taxation. In his down time, you can find Koray training on the wrestling mats, playing football with friends or spending time with his family.
Business & Tax Advisor
Toriana has come aboard the Momenta team as a Business and Tax Advisor. She brings a range of knowledge having previously dealt with a multitude of clients at previous firms. Toriana is currently undergoing a degree in professional accounting with the end goal of becoming a Chartered Accountant. In her downtime, Toriana enjoys eating at the best restaurants in Sydney and spending time with her family and friends.
Business & Tax Advisor
Kelvin is a driven and detail-oriented aspiring tax accountant with a passion for helping individuals and businesses. With a strong educational background in finance and accounting from his business degree, Kelvin combines analytical skills with a dedication to accuracy and compliance. Outside of work, Kelvin enjoys badminton, bouldering and spending time with his friends and family.
Senior Office Manager
Felicity honed her skills in customer service as an Account Manager and Personal Assistant for several local businesses. These many years of business administration and management have given Felicity a unique insight into the local business community. Outside of work, Felicity enjoys spending time with her family and is a keen tennis player and gym enthusiast.
Brittney is an accomplished Office Manager with a knack for streamlining operations. With years of experience in managing administrative tasks, Brittney excels at creating harmonious work environments. In her spare time, Brittney enjoys being around her friends & family, travelling and going to the beach.
ANZIIF (Tier 1 Compliance) ASIC #1285441
Having completed a degree in criminology and criminal justice, Emma has key expertise in prevention and recovery. Emma always advocates for her clients and their best interests, ensuring their insurance works harder for them. While Emma looks after all general insurance, she specialises in equine, livestock and farm insurance. Outside of work Emma enjoys horse riding, travelling and caring for Australian wildlife.
Diploma of Insurance Broking ASIC #1300951
Sabrina brings extensive insurance knowledge to Momenta and has dealt with a wide range of risks from international corporations to small local businesses. Having completed a Bachelor’s Degree in Psychology, Sabrina understands the importance of connection and communication and prides herself with her friendly and caring nature. Outside of work, Sabrina enjoys going to the beach and spending time with family and friends.
Melissa has worked in various roles within the finance industry for the majority of her working career. She prides herself on providing a warm, friendly, and knowledgeable customer experience to all clients. Melissa is very passionate about fitness and loves to motivate people. She has been competing in triathlons for over 20 years and can often be found cycling and running through the streets of the local area.
B.APCOM(ACC.FP) & CIV.FIN.MRTBROK
Mortgage & Lending Specialist
With James’ academic background and experience in the mortgage broking industry, he is well placed as Momenta’s Sydney CBD Lending & Mortgage Specialist. Through growing up in a family of real estate and finance experts, he has been steeped in the industry from an early age. Outside of the office James enjoys bouldering and rock climbing with his partner and spending time with friends and family at pub trivia nights or playing board games.
Amy holds a Diploma in Financial Services along with 15 years industry experience. Amys’ previous roles range from Financial Paraplanner, to leading teams and projects within Product Distribution for large Financial Services organisations. Amy has a deep passion for driving exceptional outcomes for clients and helping them reach their potential. When not in the office, Amy can be found at home with her husband, son and two very active groodles.
Peter C Adams
CTA, FIPA, FFA
Peter has worked in senior tax roles at top-tier accounting firms before going on to provide tax training to members of professional bodies, accounting firms, corporates and non-profit bodies. Peter enjoys playing and watching sport, and particular, the quality time he gets to spend with his family and friends.
Top-line revenue growth and bottom-line performance are the key ingredients to achieving your financial ambitions. While it sounds simple, it isn’t easy. That’s why the right partner is so crucial to help achieve that success. Momenta Advisors know that it’s not about sweeping changes, but making smart, well-informed decisions each day to ensure costs stay down and revenue moves up.
Our team have the experience to guide informed, strategic moves combined with the expertise to drive real change in your business. Let our mastery of efficiency and the latest tools provide valuable support for all stages of your businesses lifecycle, freeing up time so you can focus on the bigger picture. Our knowledge of personal and family wealth management uses best in class investment vehicles to legally minimise tax obligations and build sustainable, long-term strategies designed to grow and protect your family’s fortunes.
Business Advisors & Consultancy
Our Advisors can equip you with the insights and tools your business needs to flourish. From cash flow budgeting to analysis and forecasting, our detailed plans will help you get ahead.
The tax obligations of a business can be as unique as the business itself. We have proven tax management solutions for individuals and businesses of all sizes and complexity.
Tax Planning & Minimisation
Long-term success is built on strong foundations. At Momenta Advisors, we’ll protect your wealth by creating a tailored solution to optimise your structure and protect your assets.
Business Structuring & Asset Protection
Whether it’s shoring up foundations or building the next level, we’ll stay with you to ensure your assets are protected and business systems optimised, wherever your growth takes you.
Future-proof your business with a solid succession plan. Our specialist guidance makes sure your systems, processes, people, and goals are all aligned to ensure success and growth.
Business Sales, Acquisitions & Valuations
When buying, selling or valuing your business, the right guidance can achieve outstanding outcomes. We’ll help you make the right decision for your needs and budget.
With a deep understanding of tax and asset protection along with the technical and commercial factors of property development, you can invest with confidence, just like the experts.
Software Implementation Plans
Are you getting the most out of your accounting and business software? We can maximise your insights and performance, so you’re informed and ready for wherever growth takes you.
Commercial & Personal Insurance
Momenta brings an unparalleled level of service to everything we do and your insurance needs are no different. We believe your insurance should work harder for you, so you get the most from your insurance. Let us put you in a knowledgeable position to take control of your insurance requirements, regardless of your situation.INSURANCE
What our clients say
The reviews and budget setting was something that I had been saying that i was going to do for over six months and just didn't get around to. Definitely a huge value add to our business and genuine business advisors not just accountants looking at the past 12 months. Highly recommend their services.
Have been using momenta, supported by Paul, for several years. Have had them manage tax and accounts for my business and our personal tax. Work is always prompt and clear, and any questions about it are always responded too - no question is left ignored. Would certainly recommend to others.
The team at Momenta are amazing, They are professional, reliable and we trust in their experience. Their advice is continually a huge benefit to our company, allowing us to become more efficient and productive by assisting us with all our business requirements, in particular our use of Xero. We highly recommend the Momenta team they will not disappoint.
Chris has been our accountant from the commencement of our business in 2018. He has guided us every step of the way and has a true passion for helping business achieve its maximum potential. His approach is friendly, professional, hard and direct advice when needed and very approachable. Highly recommend Chris and his team.
I was referred to Chris and the team through a close friend that has been using Momenta Advisors for some time now. Chris is very helpful and available (almost) anytime of the day to take my questions and give me running advise. I really do like the meetings we have, they help give me direction in my newly formed business
I have no hesitation in referring them on
I have worked with Paul for almost two years now and I highly recommend him and the team. Paul is always available to answer questions, assist with documents and anything else I need. He has taken the time to understand my business and what I want to achieve and his advice and support is always valued and appreciated.
I have been dealing with Momenta Advisors for 8 years, both personally and with our family business as well. The service that they provide is exceptional and I have no hesitation in recommending them. The team is always available to sort out any issues and no problem is too small.
Absolute pleasure to deal with Michael and Chris they are like our in house Financial Controllers. Advice is succinct, timely and cost effective. I have worked with no better accounting firm in my 30 years of business as an accountant and CEO.