Over 40 years ago, a great idea was born—that an investment firm should operate solely in the interests of all investors to give them the best chance of success.
In 1975, John "Jack" Bogle launched a bold experiment: an investment company that was designed to make money for its investors, not from them. He structured Vanguard in the US to be owned by its funds, with no external shareholders all profits would be reinvested in the business and returned to fund investors in the form of lower costs.
Through an investment philosophy based on fairness and transparency that great idea grew and grew. And as we’ve grown, we’ve continually reduced our costs and passed the savings back to investors.
In 1996 the idea made its way to Australia. And we’ve been changing the way Australians invest ever since by providing low-cost, high-value investments to help you keep more of your returns.
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In Australia we partner with institutional clients, financial advisers and individual investors to offer low-cost investment solutions. Our comprehensive range of managed funds, exchange traded funds (ETFs) and tailored investment solutions are built to support long-term investment success for our clients.
Momentum Wealth is a research-driven, full-service property investment consultancy dedicated to helping clients build successful property portfolios.
We offer a complete range of tailored property investment advice and services. We only work for you to provide independent property investment advice and we don’t sell you any property. Our knowledge of the Perth property market has returned outstanding results for our clients, whose properties have outperformed the market, delivering them greater wealth.
Our services include:
Property Finance & Investment Advice
Property Acquisition (Buyer’s Agency)
Property Management
Property Development
Residential Development Syndicates
Commercial Property Investment
Wealth is an ideal that many people aspire to. However the experience is not so much growing wealth or financial independence but more what it can buy. For most of us it is the lifestyle we choose and the financial freedom to make decisions that will benefit the way we want to live our desired lifestyle.
Since 1986 we have been helping clients achieve their desired lifestyle. The experience and knowledge we have gained over that time allows our clients to trust our ability to help them successfully achieve their financial and lifestyle objectives.
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