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
"Self-employed people often earn a decent income while working. However, without the benefit of employer-paid superannuation contributions often have little money to live on in retirement. Don’t rely on selling..."
Don’t neglect retirement savingsNewbrocom 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.