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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,... read more

Interest only

Do you have an “Interest Only” mortgage? Do you know when the interest only period expires? Many IO borrowers remain underprepared for the step-up in... read more

The benefits of buying life insurance early

Life insurance is usually not something people think about until they start having children or begin to accumulate significant assets or debt. But you shouldn’t... read more

Financial stress

Australia is one of the wealthiest countries in the world, we also have some of the highest household debt in the world. Financial stress is... read more

How much superannuation do I need for retirement?

Something we hear from clients (and non-clients) all the time. To get an understanding of what your individual retirement lifestyle might look like, first ask... read more

After tax contributions & bring forward

After-tax contributions into superannuation are additional deposits you choose to make from your take-home pay – this is money you’ve already paid tax on. Investment... read more

Social security means testing rules

Gifting rules for social security means testing allow gifts of $10,000 per financial year and a maximum amount of $30,000 over a rolling five financial... read more

Volatility is a normal part of long – term investing

Share market volatility is very normal, and from time to time there is inevitably volatility in markets as investors react nervously to changes in the... read more

Debt free faster

Do you have the option to offset? The chances are you do if you have a variable home loan. An offset links an everyday savings... read more

Are you invested in Asia?

Many of you may have holidayed in Asia, but are you invested in Asia? Asia is home to the world’s largest consumer base, already generates... read more


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"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

David Gourley

Director / Financial Planner
Team Profiles

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