Glenn and Narelle Soper – Coffs Harbour

Home > Testimonials

Hi Shane and Team

As clients and long term business owners we have always received exceptional service and advice from the Momentum team.

Regular financial planning reviews and immediate assistance whenever we have a query is so important to the success of our business and personal planning.

It gives us peace of mind to trust that we are always updated and advised as circumstances and markets change and that we have a financial advice team supporting us all the way.

They also have time to chat about footy as well, so that’s a bonus.

Thank you, keep up the good work!

Glenn and Narelle Soper

Testimonials

"Hi Shane and Team As clients and long term business owners we have always received exceptional service and advice from the Momentum team. Regular financial planning reviews and immediate assistance..."

Glenn and Narelle Soper – Coffs Harbour
See More Testimonials

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.

 

DISCLAIMER | PRIVACY POLICY | FINANCIAL SERVICES GUIDE
TERMS & CONDITIONS

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.

© Momentum Financial Planning 2010 - 2018 All Rights Reserved :: Website by Giant Media :: ADMIN