Steven Gebhardt

Background

About Steven Gebhardt

BRIEFLY In my role as financial adviser, I develop, strategise and implement customised financial planning and advice services that grow and protect the wealth of both individual and business clients. WHO I SERVE My aim is to deliver unique financial planning solutions and advice to clients seeking to achieve optimal returns. Our comprehensive range of services allows us to deliver optimal results to businesses as well as retirees, sole proprietors, and high net-worth individuals – all with the same level of cutting-edge expertise and exceptional client service. WHAT I DO At Momentum Consult, our focus is on providing expert financial planning and advice to both businesses and individuals. My advice and planning services include- Financial planning services for individuals and businesses - Wealth management - Investments - Estate planning, wills and trusts - Commercial short-term insurance - Employee benefits - Healthcare - Stockbroking HOW I DO IT DIFFERENTLY I bring the right knowledge, expertise, and guidance to the table to identify and assist you or your business in achieving your specific financial and investment goals. By partnering with a registered financial adviser, you’ll ensure long term commitment to your financial objectives as well as continuity to safeguard your financial plan. CONNECT WITH ME IF YOU NEED A FINANCIAL ADVISER WHO- Prioritise client interests- Adheres to the highest standards of professional competence- Can be relied upon to hold all your private and business information securely, as priveleged and confidential- Will fully disclose of all facts necessary to ensure clients make informed decisions- Will maintain a high standard of personal and professional conduct- Will determine and recommend strategies and services solely to the benefit of the client- Abides by all provisions of industry laws and regulations.