Momentum Financial Planning is a family-owned business with over 25 years of experience in providing high-quality financial advice in Coffs Harbour. Led by working directors Shane Gourley and David Gourley, both with Advanced Diplomas in Financial Services (Financial Planning), the company prides itself on its personalized approach. They believe in maintaining continual client contact and accessibility at all times to ensure the success of both the business and its clients.
Operating in a professional and confidential manner, Momentum Financial Planning tailors its advice to each client’s specific objectives, needs, and goals. This personalized approach has enabled the company to build long-term partnerships with its clients, based on a deep understanding of their individual situations. With a growing client base spanning from Coffs Harbour to Sydney, Brisbane, and Tamworth, Momentum has established itself as a trusted provider of quality financial advice.
With a focus on meeting clients’ financial goals, Momentum Financial Planning offers a range of services designed to address various financial needs. Their philosophy centers around understanding each client’s unique circumstances and providing tailored recommendations based on this knowledge. The company’s commitment to professionalism, confidentiality, and client-centric approach has earned them an excellent reputation in the industry, making them a go-to choice for individuals seeking expert financial guidance.