Make your money last longer

Home > Financial Focus

If your calculations show you may not be able to finance the lifestyle you’d like,
and if continuing full time employment isn’t an option, you’ll need to make your
money last longer. Here are some suggestions:
· Spend less – look at ways to trim your budget
· Pay less tax – your financial planner or accountant can help you arrange
your affairs in a tax effective manner
· Social Security – you may have a right to social security benefits
· Investment returns – monitor your investments and fine tune your portfolio
to produce better returns without sacrificing security
· Part Time work – a few hours work each week may increase your income
without affecting your pension
If you would like further information, contact: Tom, Shane or David Gourley
Authorised Representatives – AXA Financial Planning Licensed Securities Dealer

 

 

Testimonials

"Hi Shane and Team As clients and long term business owners we have always received exceptional service and advice from the Momentum team. Regular financial planning reviews and immediate assistance..."

Glenn and Narelle Soper – Coffs Harbour
See More Testimonials

Meet the Team at Momentum

David 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.

 

DISCLAIMER | PRIVACY POLICY | FINANCIAL SERVICES GUIDE
TERMS & CONDITIONS

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.

© Momentum Financial Planning 2010 - 2019 All Rights Reserved :: Website by Giant Media :: ADMIN