Momentum Financial Planning
About the company
Momentum Financial Planning is a family business that has operated in Coffs Harbour for over 25 years. Its two working directors are Shane Gourley and David Gourley. Shane Gourley holds an Advanced Diploma in Financial Services (Financial Planning) and a CERTIFIED FINANCIAL PLANNER® certification. David Gourley holds an Advanced Diploma in Financial Services (Financial Planning) and a Graduate Diploma in Financial Planning.
The bulk of clients are located in the Coffs Coast area, and the business provides advice between Coffs Harbour, Sydney, Brisbane and Tamworth. Momentum Financial Planning provides financial planning, retirement strategies, superannuation, personal insurance, wealth protection, investment planning, estate planning and debt management.
What customers say
Based on genuine customer reviews
Momentum Financial Planning in Coffs Harbour handles retirement planning, insurance, superannuation and estate planning matters, with weekday appointments and an earlier close on Fridays.
Shane Gourley guided a couple through the decisions involved in moving into retirement, arriving at a solution that suited their circumstances, and they describe him as approachable, knowledgeable and patient with their questions. He and the business have continued to look after them since that transition. The office is well located, with parking easy to find and straightforward access.
Reviews
Reviews are taken from publicly available sources.
Moving into retirement we were a little confounded as to the best path Shane Gourley at MFP led us through the maze and came up with a great solution that allowed this transition without adding any more grey hairs. Easy to deal with, personable, knowledgeable and patient with our questions. He and the business continue to look after us and we thank them. Well located too, no troubles finding a park and easy access. April 2024. Time for an update! Momentum Financial Services and Shane Gourley have continued to work wonderfully for us. Remember too the back drop of Covid, and the huge financial swings and roundabouts that have occurred over the last few years. Shane always had our best interests at heart and after discussing things with us, made some money saving changes that better suited our position at times. I could not give a higher recommendation for the way Shane has conducted business on our behalf.
Superannuation & investment in Coffs Harbour compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 4 businesses in this category in Coffs Harbour are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Findex Coffs Harbour | ★ 5,0 | 8 | No |
| 2 | Morgans Financial Limited - Coffs Harbour | ★ 5,0 | 4 | No |
| 3 | Momentum Financial Planning (this page) | ★ 5,0 | 1 | No |
| 4 | Aware Super - Coffs Harbour | ★ 1,5 | 2 | No |