About Momentum Financial Planning

Momentum Financial Planning is a family business that has been operating in Coffs Harbour for over 25 years.
We pride ourselves in being a very personal business and believe continual client contact and being accessible at all times is paramount to both our and our client’s success.
We operate in a professional and confidential manner.
We provide advice which is tailored to our client specific objectives, needs and goals, enabling us to form close, long term partnerships with our clients. We are guided by the knowledge of our client’s personal situation, and this will form the sole basis of our recommendations.

The business has two working directors; Shane Gourley and David Gourley. Both have Advanced Diplomas in Financial Services (Financial Planning).
Support staff includes Kerry Ball (Front Office Manager).
Momentum has achieved an excellent reputation as a high quality supplier of quality financial advice including:
• Financial Planning
• Retirement Strategies
• Superannuation
• Personal Insurance
• Wealth Protection
• Investment Planning
• Estate Planning
• Debt Management

With the bulk of our clients located in the Coffs Coast area, an extensive and growing client base sees us providing advice everywhere between Coffs Harbour, Sydney, Brisbane and Tamworth.

Latest Financial Focus

EOFY – Super contribution deadline looking

As 30 June is fast approaching, care needs to be taken when making super contributions intended to count towards this year’s caps or claiming a tax deduction in 2019/20. This can be important for both employers and individuals.
As a general guide, a contribution is made when it is received by the super fund. For example, with electronic transfers (including BPAY) the contribution will be deemed to be made when the funds are credited to the super provider’s account, not the day the transfer is made.

For those who like to leave things to the last minute, it is also very important to check you’re your individual super fund to understand their cut off dates for receiving contributions, as these can be quite varied from fund to funs. Cut off dates may also vary depending on the method of payment.

 

See more Finncial Focus'

Momentum Financial Planning - Financial Services Guide

Read More

Testimonials

"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..."

Greg & Ann, 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 - 2020 All Rights Reserved :: Website by Giant Media :: ADMIN