Momentum Financial Planning

Book Direct with the Owner at Momentum Financial Planning with Accountant Brisbane in Coffs Harbour, for all your General Accounting financial and taxation needs Click on the Email or Call Now button to get your special price.

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). Richie Sorensen is the third financial adviser in the business with a Diploma in Financial Services (Financial Planning). Support staff includes Kerry Ball personal assistant and office administration.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 ManagementWith 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.