Momentum Wealth

What Momentum Wealth does

Momentum Wealth is a Perth-based, full-service property investment consultancy that serves individual and SMSF investors across Western Australia. Founded in 2006, the firm operates across the full property investment lifecycle, offering investment strategy, finance brokerage, buyer's agency, vendor advocacy, property management, executive leasing, property development advisory, residential development funds, and commercial property investment.

The company monetizes through a mix of one-off transaction fees (finance brokerage commissions, buyer's agency fees, vendor advocacy fees, and development advisory fees) and recurring revenue streams (property management fees, executive leasing fees, and fund economics on its residential development funds). It is privately held and reports 101-250 employees. Sales motion is retail-led, targeting both first-time investors and experienced property investors, with separate dedicated funnels for each segment.

The firm invests heavily in content-led brand-building, maintaining a library that includes the "Property Investing Roadmap" book, a podcast series, market reports, guidebooks, a blog, an investor pack, and a newsletter. Alex Donkin is disclosed as the CFO. No funding rounds, M&A activity, public financials, or AI/ML capabilities are disclosed in the available data.

Name

Momentum Wealth

Legal name

Momentum Wealth

Website

https://momentumwealth.com.au

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

101–250 employees

Short description

Momentum Wealth is a Perth-based, full-service property investment consultancy serving individual and SMSF investors across Western Australia with strategy, finance brokerage, buyer's agency, property management, executive leasing, and development funds.

Ownership category

akta.pro rank

Product category

Property Investment Advisory

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Core Real Estate (Stabilized/Core-Plus) (FSAAAKAA)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Real Estate Funds — Core-Plus (FSANAEAG)

Keywords

• Property investment advisory
• Buyer's agent services
• Property finance brokerage
• Property management services
• Investment property consulting

Headquarters

HQ city

Perth

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Revenue model

1. Investment Strategy Consulting: Fees for property investment strategy development, portfolio review, and ongoing investment advisory services for property investors.
2. Finance Brokerage: Commission-based income from arranging property finance and mortgages for investors, operating as mortgage brokers in Perth.
3. Property Management: Ongoing property management fees for managing rental properties on behalf of landlords and investors in Western Australia.
4. Buyer's Agent Services: Fees for acting as buyer's agents, helping investors identify and acquire suitable investment properties.
5. Property Development: Revenue from property development advisory services and residential development fund investments.
6. Vendor Advocacy: Fees for seller's advocacy services, representing property owners in selling their properties.
7. Residential Development Funds: Investment returns from managed residential development funds offered to investors.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Momentum Wealth is a Perth-based property investment consultancy founded in 2006 that advises individual investors on building property portfolios. It delivers end-to-end services including property investment strategy, finance brokerage, buyer's agency, property management, executive leasing, property development, vendor advocacy, residential development funds, and commercial property investment, primarily serving first-time and experienced investors in Western Australia.

Product overview

Momentum Wealth is a Perth-based property investment advisory firm offering a comprehensive suite of services for property investors. The core offerings include property investment strategy planning, property finance/mortgage broking, and buyer's agent services. The company provides integrated property management services and specialized offerings including executive leasing, property development, seller's advocacy, residential development funds, and commercial property investment services. Additional support services include property analysis, property check, and property performance check tools. Educational content is provided through the Property Investing Roadmap podcast series, educational guidebooks, and quarterly market research reports.

Differentiator

Problem solved

Functional benefit

Products and services

• Property Investment Strategy Advisory service that helps individual investors define a property investment plan, including goal setting, portfolio structuring, and asset selection guidance, aimed at first-time and experienced investors in Western Australia.
• Finance Brokerage Brokering of property investment finance for individual investors, sourcing suitable lending products to support acquisition and portfolio growth.
• Buyer's Agent Services Representation of property buyers to source, negotiate, and acquire investment properties on their behalf, targeted at investors who lack time or local market expertise.
• Property Management Ongoing management of investment properties on behalf of owners, including tenant placement, rent collection, and maintenance coordination for individual property investors.
• Executive Leasing Premium leasing service targeting executive tenants for higher-end investment properties owned by the firm's investor clients.
• Property Development Property development services supporting investors who wish to develop rather than merely hold residential investment assets.
• Vendor Advocacy Representation of property sellers to manage the sales process, typically for investors divesting assets or upgrading portfolios.
• Residential Development Funds Structured investment vehicles that pool investor capital into residential property development projects managed by Momentum Wealth.
• Commercial Property Investment Advisory and acquisition services for investors interested in commercial property assets, extending Momentum Wealth's offering beyond residential investment.

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves6 records

Expansion highlights6 records

Direct peers

• Hometime: Tech-enabled Australian property management company serving landlords and investors — comparable to Momentum Wealth's property management and executive leasing arms.
• CohenHandler: National buyer's agency and property investment advisory firm offering acquisition services, investment strategy, and property management — closely mirrors Momentum Wealth's full-service buyer-representation and advisory model.
• Blue Wealth Property: Australia-wide property investment advisory and buyer's agency with an educational content focus — directly comparable to Momentum Wealth's integrated advisory and educational content strategy.
• OpenCorp: Property investment firm offering advisory, buyer's agency, and development project opportunities to Australian investors — comparable integrated service model with development fund participation.
• Metropole Property Strategists: Australian property investment strategy and advisory firm offering investment planning, research, and consulting to individual and SMSF investors — directly comparable to Momentum Wealth's strategy and advisory core.
• Propertyology: Australian property investment research and buyer's agency firm focused on identifying high-growth investment markets for individual investors — comparable to Momentum Wealth's property research and acquisition services.
• Positive Property Group: Property investment advisory firm providing strategy, buyer's agency, and finance services to Australian investors — closely aligned with Momentum Wealth's full-service investor offering.
• Ironfish: Property investment firm offering advisory, research, and development fund products to investors across Australia — comparable in combining investment advisory with managed residential development funds.

Broad incumbents

• McGrath Estate Agents: National real estate agency group offering sales, property management, and integrated services — overlaps with Momentum Wealth's vendor advocacy and property management capabilities as a larger incumbent.
• LJ Hooker: Large national real estate franchise network offering sales, property management, and finance services — broader incumbent overlapping with Momentum Wealth's sales advocacy, property management, and mortgage broking lines.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/momentumwealth
• Facebookfacebook.com/momentumwealth
• LinkedInlinkedin.com/company/momentum-wealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Momentum Wealth