Grow your business, together

Our services are designed to help your business grow and prosper. We support you in better managing finances and developing strategies so you have more time to focus on developing your business. We take pride in delivering our expertise with the highest levels of service, treating each and every interaction with the respect our clients deserve.

  • Business Advisors & Consultancy

    Our advisors can equip you with the insights and tools your business needs to build momentum. This can include cash flow, budgeting, forecasting, making a profit, analysis and much more. Our business consultancy services analyse your performance, giving you the tools and insight you need to help your business succeed. We’ll crunch the numbers and have your financial strategy in place, so you can focus on business development and realising your financial ambitions.

  • Tax Compliance

    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 types, sizes and complexity. We manage tax for individuals, partnerships, companies, trusts (unit, discretionary and family) along with self-managed superannuation funds (SMSFs). Income tax to capital gains, goods and services and fringe benefits, land tax and payroll tax, across Australia. Our expertise will get you in the best tax position.

  • Tax Planning & Minimisation

    Long-term success is built on strong foundations. Our experienced team can protect your wealth with a tailored solution to optimise your structure and protect your assets, to ensure you’re always on top with tax planning and minimisation. Preparation is at the core of everything we do and we’ll regularly review cashflow and plan for tax liabilities. This forward planning allows proactive strategies to be developed which legally minimise tax and give a real competitive advantage.

  • Business Structuring & Asset Protection

    Whether it’s shoring up foundations or building the next level, we’ll develop the right structure to ensure your assets are protected and business systems optimised. Getting it right from the start can help save significant tax obligations and maximise returns. Our detailed process examines the nuances of your business, identifies industry specific advantages and will find the perfect tailored solution to optimise your tax structure, investment or debt plans and overall protection of your wealth.

  • Succession Planning

    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 ongoing success and future growth. Our team can ensure business structures, systems and intellectual property are kept in the business, even as roles evolve. We'll help you define leaders, mitigate risk and refine your decision-making process. Protect what you’ve built and set the platform for future generations.

  • Business Sales, Acquisitions & Valuations

    When buying, selling or valuing your business, getting the right price is everything. If you plan on purchasing an existing business or selling your own, our expertise can guide you through the process. We’ll help you navigate negotiation, avoid pitfalls and drive to the best outcome. With our experience and guidance, you can reap the rewards for your hard work and build your assets. Our advisors will empower you to make the right decisions, so you maintain and keep building momentum.

  • Property Investing

    Momenta Advisors carry a unique expertise in all aspects of property investing and development. We know the in-and-outs of tax and asset protection, along with the technical and commercial aspects of property development. Our experience will guide you to trade and invest in property with confidence, reaping the benefits of our collective experience. Use our tried and tested insights, so you approach each transaction with the knowledge to maximise returns.

  • Software Implementation Plans

    Accounting and business software tools can transform the way you do business, saving extensive time and money. Our team is well-versed in most accounting and business programs on the market, with a passion for learning about and testing innovative new tools. Whether its optimising existing software or examining new options, we know that access to insightful, real-time data is the key to smart, informed decision making and unlocking maximum value for your business.