Tom Momsen

Coastal Advice Group

4.97

8 Reviews

Bronze

14 Yrs Experience

The Junction, NSW 2291

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Tom Momsen is a business owner and financial planner within an industry with a strong focus on the future. As a co-owner of Armcrest Financial Advice his visionary nature helps his clients decide, control and drive their futures.

Tom’s authentic, creative and inspiring nature helps clients to set clear and easy to follow paths to their brightest futures. Being in and around small business his whole life Tom’s focus is small and medium sized business owners.

One of Tom’s personal goals is to travel to a different country each year so as to experience many different cultures.

Superannuation
Insurance Protection
Self Managed SuperFunds
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 December 2016

Tom is by far the best adviser I have ever dealt with. Tom is warm, friendly and extremely efficient, which made the daunting task of planning my financial freedom, stress and worry free. He spent a great deal of time listening to my needs and understanding my circumstances before providing any financial strategies. His in depth knowledge and ability to explain complex financial aspects in simple, easy to understand terms were very welcoming. If you are looking for an adviser who genuinely cares about their clients and their financial needs, Tom is the man for you!

5.00 December 2016

Thomas has been assisting my family with managing our super and insurances for over four years now. Thomas is a great communicator , and his knowledge in the industry is exceptional. He even once assisted my family with a claim on a life insurance policy that he had no connection to.. he has gone above and beyond for my family consistently and I have no hesitation recommending Thomas for any service he provides. Mick Phillips

5.00 November 2016

Tom explains everything in an easy to understand format and without fail goes above and beyond to ensure our super and insurances are appropriate to our ever changing needs. We always recommend him to our family and friends as we know that his advice is sound and trustworthy.

5.00 November 2016

Have known Tom for a while now and always found him to be very helpful. Michael

5.00 November 2016

I find Tom very easy to contact, he returns calls and emails promptly and efficiently. Tom goes out of his way to make appointent times that suit our young family. He provides common sense, practical advise for us to use to plan for the future. We find him very approachable and a pleasure to work with.

Adviser status Bronze
Rating 4.97
Number of reviews 8
First year providing advice 2010
Years of experience 14
Highest qualification
- Bachelor of Commerce
Language spoken
- English

Coastal Advice Group

15 Kenrick St
The Junction, NSW 2291

RetireInvest

AFSL 238429

Tom Momsen

Coastal Advice Group

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Coastal Advice Group

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