Financial Focus

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Plan ahead and come home debt free

Most of us work really hard and look forward to some much needed time off and a vacation. However, coming home with a maxed out... read more

The benefit of regular investing

Irrespective of your investment time horizon, it makes sense to regularly invest (weekly, monthly) additional funds into your investments – this approach is known as... read more

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


Testimonials

"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 Harbour
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Meet the Team at Momentum

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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.

 

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