Protection at Every Stage of Life

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Regardless of your individual circumstances, capital protection is a potentially useful strategy for all investors.

If you’re approaching retirement, your priority is to safeguard your future savings. Capital protection allows you to ensure what you have built up remains in tact.

And, if you are currently drawing a pension from your superannuation balance, a capital protected product can guarantee a fixed level of income each fi nancial year, even if the underlying account balance declines.

The level of fixed income is generally set each financial year based on the underlying account balance.

If retirement is still some time away, capital protection can help avoid any unpleasant surprises which could delay your retirement plans.


"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
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Meet the Team at Momentum

Shane Gourley

Director / Financial Planner
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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.



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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