I Will Manage My Money Better

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Sound familiar – consider the following;
• Organise your paperwork better.
• Write down a budget – income versus expenses.
• Make changes gradually.
• Investigate salary sacrifice.
• Crystallise your savings goals.
• Examine your mortgage.
• Review your personal insurances.

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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
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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