Momentum Financial Planning
YOUR TRUSTED, LOCAL FINANCIAL EXPERTS
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.
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The business has two working directors; Shane Gourley and David Gourley. Both have Advanced Diplomas in Financial Services (Financial Planning).
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.
About Us
