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

Understanding life insurance within super

Around 70% of Life Insurance policies in Australians are held inside superannuation. So, there’s a good chance you already have some level of life insurance, even if you didn’t know it?

There are some benefits to having and paying for your insurance within your superannuation. It can often be cheaper as super funds can purchase insurance policies in bulk. By having premiums deducted from your super account you won’t be dipping into your personal take home pay.

However, paying for insurance via your super could decrease your super balance if your premium is not being offset by contributions or investment growth. There may also be tax implication if you make a claim? It’s also very important to be aware that life insurance provided by super funds is usually bought on a group basis, and often a set amount based on your age, with many policies having cover that decreases each year as you get older.

We believe tailored insurance cover based on your personal needs and situation is vital to ensure you and you your loved ones are adequately protected. The last thing you want is to make a claim, only to discover you aren’t covered for everything you hoped you might be.

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Momentum Financial Planning - Financial Services Guide

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Testimonials

"Securing your financial future is an important decision in everyone’s life and we wouldn’t entrust it with anyone else.  Whether you are a passive or active investor, Momentum provides experienced,..."

Matt & Kirsty, Gold Coast
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Meet the Team at Momentum

Shane Gourley

Director / Financial Planner
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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