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

Finding happiness….

There is a lot to feel happy about living here in Australia. Our beautiful beaches and climate, even our democracy and cultural diversity are the envy of many countries around the world.

However, feeling happy and living a happy life doesn’t always come easy for many. Concerns about money, relationships and the future can often stand in the way of living the life they want.

The World Happiness Report, published by the United Nations Sustainable Development Solutions Network, uses six key variables to determine a country’s happiness levels:
1. Income
2. Healthy life expectancy
3. Social support
4. Generosity
5. Freedom
6. Trust

Countries that rank highly in these six areas tend to have ‘happier’ populations, with individual’s reporting higher life satisfaction. Australia ranked highly coming in equal ninth place with Sweden. Norway was first, followed by Denmark, Iceland, Switzerland, Finland and the Netherlands. So, as a country we’re doing well – but what about happiness on a personal level?

By finding your purpose in life, forming strong connections with others and achieving a sense of control over your finances, you can hopefully create and maintain your own personal happiness.

See more Financial Focus'

Momentum Financial Planning - Financial Services Guide

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Testimonials

"We have been with Momentum Financial Planning for over 8 years now and have always received quality financial advice. The guys are easy to talk to and make even the most..."

Greg & Ann, Coffs Harbour
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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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