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What is your most important asset?

Most people would say their house is their most important asset, or maybe even their superannuation. We would say your income, and ability to earn... read more

Cash in on government contributions

Did you know the government is still happy to add up to $500 to your super fund if you’re a low to middle-income earner and... read more

Reinvest dividends

Reinvesting dividends can provide a considerable boost to your total investment returns over time because of the power of compounding interest. Dividend reinvestment is the... read more

Downsizer contributions could be a way to upsize your super!

The “downsizer contribution” rules have removed some of the existing barriers that prevent or restrict individuals over age 65 to make superannuation contributions. Provided certain... 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, political and corporate environment. Above all... read more

work test and work test exemption

The Government has recently passed new regulations allowing eligible recent retirees with modest super balances, to make voluntary superannuation contributions for 12 months from the... read more

An investment option for the kids

Investment Bonds (or Insurance bonds) can provide a long term, tax-effective investment option for those wanted to set money aside for their children. Most investment... read more

How to make a claim

If you are eligible and want to claim a tax deduction for your personal super contributions, you must first notify your fund that you intend... read more

Higher superannuation contribution limits

For older individuals wanting to make concessional contributions into superannuation, a higher limit of $35,000 (unindexed) will apply to individual aged 60 or over from... read more

Buying Insurance through super

Contributing to super can allow you to buy personal insurances such as life and total and permanent disability cover through your fund. The advantages of... read more


"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

Sara Fitzgibbon

Administration Assistant - Part Time
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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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