Momentum Financial Planning

About

Momentum Financial Planning is located in Coffs Harbour, New South Wales and has been operating in Coffs for over 25 years. The business has an extensive client base that sees us working between Canberra, Tamworth and Sunshine Coast.

The business has two working directors; Shane Gourley and David Gourley. Both have Advanced Diplomas in Financial Services (Financial Planning). Tom Gourley is the third financial adviser in the business, who is CFP qualified and is also an Authorised Representative of Charter Financial Planning.

Support staff includes Kerry Ball and Michelle Clarke, personal assistants and office administration.

Momentum has achieved an excellent reputation as a high quality supplier of quality financial advice including:

- Financial Planning

- Superannuation

- Investment

- Risk Insurance

- Estate Planning

- Retirement Strategies

We are a very personal business that believes in continual client contact, and providing them with 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 our client specific objectives, needs and situation, enabling us to form close partnerships with our clients.