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Review your loan…

With interest rates at historical lows, now may be the time to revisit your home loan. Review your current loan by speaking with your bank... read more

Staying calm when you feel like panicking…

While many investors are undoubtedly nervous and wondering what the share market has in store for them next, we are cautioning client’s against making investment... read more

Who gets your super when you die?

One of the most important decisions you will need to make when joining a super fund has nothing to do with where your money is... read more

Catch-up concessional contributions

This is the time of year to review any superannuation contribution opportunities available before June 30th. One of these opportunities may be to ‘catch up”... read more

A simple way to diversify

Exchange Traded Funds (ETFs) are funds that trade on a stock exchange, just like ordinary shares. They combine the investment advantages of a managed fund... read more

Lower Deeming Rates

As part of the Australian Government’s response to coronavirus and the current low interest rate environment, existing deeming rates will be reduced. This means Australians... read more


The government has announced a new $130 billion support package in order to help businesses keep their employees during the coronavirus crisis Under the “JobKeeper”... read more

Temporary reduction in drawdown requirements

The Federal Government has announced a new temporary reduction in the minimum drawdown requirements for account-based pensions and similar products by 50% for both the... read more

Volatility is normal when investing

From time to time, there is inevitably volatility in share markets as investors react to changes in the economic and environment, or as we are... read more

Centrelink work bonus…

The Work Bonus provides older Australians with an incentive to continue working at least on a part time basis, by providing an exemption on certain... read more


"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

Donna Hale

Office Manager
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.



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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