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21st November 2018
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
7th November 2018
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
31st October 2018
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
24th October 2018
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
17th October 2018
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
10th October 2018
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
3rd October 2018
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
26th September 2018
An investment’s value reflects the value of its underlying assets. This can change as the market value of those assets rises or falls, or for... read more
5th September 2018
Most of us know that credit cards come with an interest rate, and usually high ones. However, just because you could pay interest doesn’t mean... read more
30th August 2018
Its increasable how much you can achieve when your energised. Whether this is after a yoga class, a good night’s sleep or after working on... read more
"Hi Shane and Team As clients and long term business owners we have always received exceptional service and advice from the Momentum team. Regular financial planning reviews and immediate assistance..."
Glenn and Narelle Soper – Coffs HarbourNewbrocom 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.