Greg & Ann, Coffs Harbour

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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 confusing subject easy to understand.

They are always available when advice is needed between reviews, and their speed of response to any inquiries we may have is always greatly appreciated.

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

David 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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