How we can help

Our services are designed to help your business grow and prosper. We support you in your business’ finances and strategy, so you have more time to focus on your business’ development. Whatever the requirement, we uphold all our service standards in each field and aim to deliver a cutting-edge service experience – and respect our relationships with our clients.

  • Business Advisors & Consultancy

    When managing a business, there’s a never-ending list of things to consider. 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 achieving your financial ambitions.

  • Tax Compliance

    Without the right guidance, tax compliance is challenging. Our financial experts are here to make it easy. We manage tax for individuals, partnerships, companies, trusts (unit, discretionary and family), and self-managed superannuation funds (SMSFs). Our expertise spans from income tax to capital gains, goods and services, and fringe benefits. We also deal with various state taxes, such as land tax and payroll tax. We’ll get you in the best tax position.

  • Tax Planning & Minimisation

    When it comes to taxation, things often change constantly. Our experienced team can help ensure you’re always on the front foot with tax planning and minimisation. As our valued client, we’ll meet with you regularly to review cashflow and plan for tax liabilities. With an eye to the future, we proactively look for strategies to legally minimise your tax, not just calculate retrospectively. This forward-thinking tax plan gives you a competitive advantage.

  • Business Structuring & Asset Protection

    How you structure your new business is one of the biggest decisions you’ll ever make. Getting it right from the start can help you save significant tax and maximise your returns. We’ll discuss your plans for the business, the nature of the industry, and your family structure, to find a tailored solution for you. This ensures a first-rate tax structure, investment and debt plan, and protection for your personal wealth.

  • Succession Planning

    Behind every successful business is a rigorous succession plan. They ensure business structures, systems and intellectual property are kept in the business, even as roles evolve. Succession planning facilitates growth and success, well into the future. We'll help you define leaders, mitigate risk and refine your decision-making process. Future-proof your business with our guidance in succession planning.

  • 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, we can guide you through the process. We’ll help you navigate negotiation and get you the best outcome. With our expertise and guidance, you can reap the rewards and build your assets. Our advisors will empower you to make decisions with conviction.

  • Property Investing

    What sets Momenta Advisors apart is our unique expertise in all aspects of property investing and development. We know the in-and-outs of tax and asset protection, and the technical and commercial aspects of property development. We’ll guide you to trade and invest in property with diligence and a cool and collected mind. Not as an impulse decision. You’ll be equipped with knowledge to consider all factors proactively, rather than reactively.

  • Software Implementation Plans

    Accounting and business software tools can transform the way you do business, saving you time and money. Our team is well-versed in most accounting and business programs on the market. And we’re always learning more about up-and-coming tools. We can consult your head of finances on how to get the most value from your software. Access insightful data in real-time, so you can make proactive decisions to move forward with confidence.