Financial Planning

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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 families to retirees. Whatever your situation, we have the skills and experience to help you meet your financial goals.

Financial Planning Coffs Harbour

Our role is to assist you to map out your financial future. We help you to look at the steps towards retirement with peace of mind through:

  • Wealth accumulation strategies
  • Investment and savings planning
  • Retirement planning
  • Estate planning
  • Personal risk insurances

Whatever situation or stage of life you are at, it is never too early or too late to start paying attention to your financial affairs.

Other than Financial Planning in Coffs Harbour we offer our services in and around the North Coast


"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.



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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