Financial Focus

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Reduce your assessable income and save for retirement

Most of you have probably heard the term “Salary Sacrifice”, but do you understand what it is? Salary Sacrifice is simply a before tax contribution... read more

What’s your “financial” personality?

What’s your “financial” personality? The scrooge Generosity is not your strong suit and you don’t like giving and you don’t like spending. You might be... read more

A goals-based approach

A goals-based approach to investing is beneficial to investors as it puts them in the driver’s seat as they are actively involved in the decision... read more

A more balanced life is not that hard

Work smarter, not harder – Time management, it’s about reducing the number of tasks you are juggling at any one time so you can work... read more

Share market volatility

Our long-held view is that the best way to invest in all markets, irrespective of the investment cycle, is investing in quality businesses. Quality stocks... read more

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... read more

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


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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