Momentum Financial Planning

Take control of your financial future

Ph 02 6651 6788

Matt & Kirsty, Gold Coast

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Securing your financial future is an important decision in everyone’s life and we wouldn’t entrust it with anyone else.  Whether you are a passive or active investor, Momentum provides experienced, responsive and relevant advice for your needs!

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
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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.

 

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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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