About Momentum Financial Planning

Momentum Financial Planning is a family business that has been operating in Coffs Harbour for over 25 years.
We pride ourselves in being a very personal business and believe continual client contact and being accessible at all times is paramount to both our and our client’s success.
We operate in a professional and confidential manner.
We provide advice which is tailored to our client specific objectives, needs and goals, enabling us to form close, long term partnerships with our clients. We are guided by the knowledge of our client’s personal situation, and this will form the sole basis of our recommendations.

The business has two working directors; Shane Gourley and David Gourley. Both have Advanced Diplomas in Financial Services (Financial Planning).
Support staff includes Kerry Ball (Front Office Manager).
Momentum has achieved an excellent reputation as a high quality supplier of quality financial advice including:
• Financial Planning
• Retirement Strategies
• Superannuation
• Personal Insurance
• Wealth Protection
• Investment Planning
• Estate Planning
• Debt Management

With the bulk of our clients located in the Coffs Coast area, an extensive and growing client base sees us providing advice everywhere between Coffs Harbour, Sydney, Brisbane and Tamworth.

Latest Financial Focus

Top mistakes new investors make

Building a portfolio of quality investments is one way to help you get ahead financially and achieve your long term goals. There are however some common mistakes first-time investors tend to make. If you’re just starting out here are few things to try and avoid.

Not putting aside money for emergencies – Investment markets are volatile, there’s no getting around it. Never invest money that you think you will need access to in the next five years and make sure you have some cash put aside for emergencies.

Not setting financial goals – It’s important to set yourself a budget, monitor your investments and lay out some achievable goals of where you want to be in 5, 10 years. Identifying goals and measuring your progress makes it easier to focus on what steps are needed to get you where you want to be.

Buying risky stocks and not diversifying – Having all your money in the one investment or a single stock can really increase your chances of failure. Obviously, your investment in one stock could potentially increase tenfold, it could also go to zero. Investing into a broad range of asset classes, such as property, Australian stocks, international stocks, cash and fixed interest, is less risky and more likely to produce consistent returns over time.

Panicking when your portfolio goes down – Seeing your portfolio drop can be very unsettling. It is important to remain calm through market movements and periods of volatility and focus on your long term investment goals. Far too many investors sell out of fear then miss out on the market’s recovery.

And remember if an investment looks too good to be true, it probably is.

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Momentum Financial Planning - Financial Services Guide

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Testimonials

"Dear Tom , Shane & David, Just a short thank you for all the time, effort and knowledge you have given to Paul and myself over the past 8 years..."

Paul & Cara, Urunga
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Meet the Team at Momentum

Sara Fitzgibbon

Administration Assistant - Part Time
Team Profiles

Newbrocom Pty Ltd (ABN 39 152 026 330) trading as Momentum Financial Planning is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee Licence number 234665.

 

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Momentum Financial Planning is one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning. This programme sets an industry benchmark for providing high-quality financial advice. The certification is awarded based on industry qualifications, demonstrated best practise business operations and proven success in meeting the financial planning needs of clients.

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