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.