Home > Financial Focus
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
22nd August 2018
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
15th August 2018
The simple fact is you cannot do everything or be everywhere. As a small business owner, it is okay to be selective on how you... read more
8th August 2018
Many people will delay taking control of their finances because they don’t have the time, it’s too daunting or they don’t know where to start.... read more
1st August 2018
Would you like your Superannuation Pension to continue as a regular income payment for your beneficiary as opposed to being paid out as a lump... read more
25th July 2018
When someone has sold their residence and intends to purchase another one, the sale proceeds in relation to your Centrelink entitlements can be exempt from... read more
"Dear Tom , Shane & David, Just a short thank you for all the time, effort and knowledge you have given to Paul and myself over the past 8 years..."
Paul & Cara, UrungaNewbrocom 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.