Pippa launched Momentum Planning with a clear belief that financial advice should be holistic and free from commissions. Her long career in the profession reflects a deep enthusiasm for structured planning and the satisfaction that comes when a carefully designed plan finally delivers results.
Suite 7, Level 1, 1 Albert Street, North Perth WA 6006
Philippa (Pippa) Elliott founded Momentum Planning in 2002, with a passion for holistic and commission free advice. As a Certified Financial Planner® with over 23 years of financial services experience, Pippa has been widely recognised within the profession for business innovation, advice process and delivering client outcomes.
“Financial Planning is all I know and it’s woven into every part of my life – I am a planner in every sense, I can’t help but think about the future, I love to see results, I value the hard work it takes to get those results and enjoy celebrating when the plan comes together.”
“Pippa has been our adviser for over 10 years and thanks to her we are clearly on a great path financially as well as having appropriate protections in place. Easy to talk to and understand as well.” ~Euan, 35 – 45 years
“Pippa has been my trusted financial adviser for over 10 years. Her prompt response to my changing circumstances throughout my career has saved me valuable assets, time and stress. Now nearing retirement Pippa and the Momentum Team have provided a clear pathway to a comfortable life we have always envisaged. As the saying goes if you fail to plan you plan to fail and I have seen some of my friends fail to reach their retirement income and having to work full time when they should be enjoying the security of a retirement income. I dread to think at what stage I would now be if I had listened to some of the uninformed financial opinions of well meaning family and friends. We look forward to our yearly review meetings with Pippa and knowing she is there throughout the year providing up to date financial guidance is priceless!” ~Anna, 56 – 65 years
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