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

Notice of intent…

Anyone wanting to claim a tax deduction for personal super contributions they have made during the financial year, need to make sure they lodge a ‘Notice of Intent’ form with their super fund.

This must be done by the earlier of the:

  • date your tax return is lodged for the year the contribution was made, or
  • end of the financial year following the financial year in which the contribution was made.

A notice of intent cannot be accepted by your super fund if:

  • you have rolled your funds out of or closed the account.
  • contributions being claimed have been paid out as a lump sum or used to start a pension.
  • you have already submitted a contributions-splitting application that has been accepted by the fund.
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Momentum Financial Planning - Financial Services Guide

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Testimonials

"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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Meet the Team at Momentum

Sara Fitzgibbon

Administration Assistant - Part Time
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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