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

What is the Commonwealth Seniors Health Card?

It is a concession card to get cheaper health care and some other discounts for those who have reached their Age Pension age and are unable to get a payment from Centrelink or the Department of Veterans’ Affairs.

With your card you can get:
• cheaper medicine under the Pharmaceutical Benefits Scheme
• bulk billed doctor visits – this is up to your doctor
• a bigger refund for medical costs when you reach the Medicare Safety Net.

Depending on where you live, your state or territory government and local council may offer lower rates on:
• electricity and gas bills
• property and water rates
• health care costs, including ambulance, dental and eye care
• public transport fare.

To qualify you must:
• be Age Pension age
• be under the income test limit
• meet residence rules
• be unable to get a payment from Centrelink or the Department of Veterans’ Affairs

You must meet an income test to get a Commonwealth Seniors Health Card – there is no assets test. To pass the income test, you must earn no more than the following:
• $55,808 a year if you’re single
• $89,290 a year for couples
• $111,616 a year for couples separated by illness, respite care or prison.
• (Add $639.60 to these amounts for each child in your care)

See more Financial Focus'

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

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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TERMS & CONDITIONS

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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