Investment

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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 the funds if required as access is not restricted as it would be through investing via your superannuation.

As authorised representatives of Charter Financial Planning, we are authorised to deal in or advise on any security or investment product included in Charter FP’s authorised product list, including:

  • Equities and direct share investments
  • Managed funds
  • Platform investments
  • Cash
  • Fixed interest assets

Momentum endeavour to tailor advice to suit the needs every investor. We will ensure that there is an investment strategy in place along with considering the issues of ownership and structures, asset allocation and product selection. Where appropriate, investment advice is developed into a full strategic financial plan that will consider your current and future needs.

Testimonials

"Dear Tom , Shane & David, Just a short thank you for all the time, effort and knowledge you have given to Paul and myself over the past 8 years..."

Paul & Cara, Urunga
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Meet the Team at Momentum

Shane 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.

 

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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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