Regular savings plans

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The hardest part of saving is sticking with it.
The trick is to start as soon as you can and reinvesting any interest
or earnings back into your investment to maximise the power of
compound interest.
Once you’ve worked out how much you can afford to save, or how
much you need to reach your goal, it’s a simple matter of setting
up a direct debit from your everyday account into a savings or
investment account. This way, the money is already off earning
interest before you can spend it.


"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

Donna Hale

Office Manager
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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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