Financial Protection

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Responsibility seems to grow with your age. You may be creating a beautiful
family or building a new home. These commitments all involve considerable
time and money.
What would happen if you were suddenly unable to work, or something worse?
Planning for the unexpected could save a lot of potential financial pain and
pressure, especially if you have children or large debts.
Establishing an appropriate level of personal insurance will provide peace of
mind and financial protection for you and your family. There are number of
ways to structure your insurance, and it is worth seeking advice to see what
might be best for your personal situation and needs.

Testimonials

"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

Shane Gourley

Director / Financial Planner
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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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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