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

Are you looking to downsize in retirement?

There are a number of different ways for younger people to contribute money into superannuation during their working life, but not as many for older Australians.

Introduced on July 1, 2018 a downsizer contribution allows eligible Australians aged 65 and over who sell their primary residence (which they have held for 10 years or more) to contribute up to $300,000 (or $600,000 as a couple) from the sale proceeds into super.

This can be a great way for some individuals to significantly boost their superannuation balance outside of the normal restrictions such as the age and work tests and annual contribution caps. Downsizer contributions aren’t taxed, they don’t count towards an individual’s annual contribution caps and are exempt from the $1.6 million total superannuation balance restriction.

Whilst a downsizer contribution can have some obvious benefits, it is not suitable for everyone and financial advice could help to avoid potential tax and age pension penalties.

See more Finncial Focus'

Momentum Financial Planning - Financial Services Guide

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Testimonials

"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,..."

Matt & Kirsty, Gold Coast
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Meet the Team at Momentum

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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