Financial Focus

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How much superannuation do I need for retirement?

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

After tax contributions & bring forward

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

Social security means testing rules

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

Volatility is a normal part of long – term investing

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

Debt free faster

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

Are you invested in Asia?

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

Regularly review your investment strategy

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

Credit cards

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

Learn how to manage your energy not your time

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

Are you sacrificing your own financial security for the sake of your business?

We speak with many small business owners who do not pay themselves superannuation. Being self employed means superannuation contributions are not compulsory. Cash flow 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

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.

 

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