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

Yesterday’s strategies may not be right today…

Your pay check is likely to be your biggest source of income, but once you retire from the workforce you will be dependent on Social Security, superannuation and any investments that you have been able accumulate over your working life.

Social Security entitlements are largely out of your control as they are determined by your assets and other sources of income being received. However, your investments and superannuation is completely in your hands. Making your money last for your retirement is a major challenge. However, with the help of a financial adviser, you can create strategies that seek to produce income for as long as you need it.

The choices you make today will affect the income you receive from your superannuation and investments in retirement. Remember that yesterday’s strategies may not be right for your income needs today and you may actually need more income in retirement than you think.

See more Financial Focus'

Momentum Financial Planning - Financial Services Guide

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Testimonials

"Dear Tom , Shane & David, Just a short thank you for all the time, effort and knowledge you have given to Paul and myself over the past 8 years..."

Paul & Cara, Urunga
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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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