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• Payout your debts. • Investigate pension entitlements. • Maximise superannuation contributions. • Consider transition to retirement super pensions. • Revisit your insurance needs. • Update your wills and investigate estate planning. • Revisit your risk profile with investments. • Work out how much you will need in retirement.

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"We have been with Momentum Financial Planning for over 8 years now and have always received quality financial advice. The guys are easy to talk to and make even the most..."

Greg & Ann, Coffs Harbour
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Meet the Team at Momentum

Sara Fitzgibbon

Administration Assistant - Part Time
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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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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.

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