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Financial Planning

Momentum has over 25 years of experience in helping individuals meet their financial goals. Our clients range from young individuals, small mum and dad investors, business owners, wealthier individuals and...

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Superannuation

Superannuation is becoming an increasingly important part of people’s finances as it is one of the major investments held by most Australians, but is also one of the most complex....

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Investment

Personal investment continues to be an important part of people’s wealth accumulation strategy. It provides you the opportunity to invest in a variety of asset classes, whilst maintaining access to...

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Insurance

Personal risk insurance is an essential part of your financial plan that can protect you and your family from financial hardship caused by unexpected events. What would happen if you...

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Estate Planning

A common misconception is that an estate will automatically pass to a spouse or family on death. Without an appropriate record of how you intend to distribute your assets, there...

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Retirement Strategies

Recent trends suggest that Australians are working longer, planning to retire later; and the majority of those leaving the workforce are only expected to live out the rest of their...

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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

Donna Hale

Office Manager
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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