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2nd May 2018
A common dilemma for many investors right now is where to invest their money. Keep it safe in cash and term deposits where income is... read more
24th April 2018
It’s never too early to start teaching your kids about money. Children can learn how to save coins in a piggy bank before they understand... read more
18th April 2018
When investing money, we like to spread our investments across a wide range of different asset types to help manage risk. Spreading investments by diversifying... read more
11th April 2018
When an investment such as a global shares fund is unhedged, investors are exposed to fluctuations in the Australian dollar. This can be a good... read more
4th April 2018
There is inevitably volatility in stock markets from time to time as investors react nervously to changes in the economic, political and corporate environment. More... read more
28th March 2018
In the event of death, a members super benefits can only be paid directly to a beneficiary who is a SIS dependent and/or their (LPR)... read more
21st March 2018
Deciding when to retire may be one of the most important decisions you make during your lifetime. It is often an emotional decision encompassing financial,... read more
14th March 2018
Whether you are saving up for something special or looking for a more convenient way to manage your money, it helps to be clear about... read more
7th March 2018
Investment is all about risk. Whether you’re putting the money in the bank, investing in shares or property, it’s all about weighing up the risk... read more
28th February 2018
Estate planning is not just for the elderly of sick. Our situations are all different and regardless of age, all of us should consider an... 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 CoastNewbrocom 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.