Momentum Financial Planning

BUILDING YOUR FINANCIAL FUTURE

We are a very personal business that believes in regular client contact and providing easy access to us is paramount to our success. We operate in a professional and confidential manner. We are guided by the knowledge of our client’s situation and needs, and this is the sole basis of our recommendations. We provide advice which is tailored to client specific objectives, needs and situations, enabling us to form close partnerships with our clients.

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Director / Financial Planner

David Gourley

Director / Financial Planner

Shane Gourley

Meet our team

Whatever your situation, we have the skills and experience to help you meet your financial goals.

WHAT OUR CLIENTS SAY

Google Verified Reviews

Moving into retirement we were a little confounded as to the best path Shane Gourley at MFP led us through the maze and came up with a great solution that allowed this transition without adding any more grey hairs.Easy to deal with, personable, knowledgeable and patient... with our questions. He and the business continue to look after us and we thank them.Well located too, no troubles finding a park and easy access.April 2024. Time for an update!Momentum Financial Services and Shane Gourley have continued to work wonderfully for us. Remember too the back drop of Covid, and the huge financial swings and roundabouts that have occurred over the last few years.Shane always had our best interests at heart and after discussing things with us, made some money saving changes that better suited our position at times.I could not give a higher recommendation for the way Shane has conducted business on our behalf.read more
Moving into retirement we were a little confounded as to the best path Shane Gourley at MFP led us through the maze and came up with a great solution that allowed this transition without adding any more grey hairs.Easy to deal with, personable, knowledgeable and patient... with our questions. He and the business continue to look after us and we thank them.Well located too, no troubles finding a park and easy access.read more
Great advice from the team at Momentum.
Great team, Dave and the boys have really helped plan our super and helps us set financial goals.
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Momentum Financial Planning

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