Paul & Cara, Urunga

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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 in providing us with your dedicated service.  We have asked you on a number of occasions now, to provide us with suitable investment, insurance and superannuation advise.  You always come through with a good choice and explain all the benefits and disadvantages with ease and understanding.

You have always been available to us, continually trying to meet our needs.  This in itself is very much appreciated not only by us but I’m sure by your many customers.  Paul and I are extremely satisfied with the high quality of service you have provided us and we look forward in continuing our relationship with you .

We would like to take this opportunity in recommending your service to any new customer as I’m sure they would receive the same high standard of attention as Paul and I have.

Many Thanks


"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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Shane Gourley

Director / Financial Planner
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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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