Coastal Advice Group’s Head of Advice, Tom Momsen, is passionate about helping people organise their finances and secure a stress-free future for themselves and their families.
Tom’s approachable and friendly personality, make him a unique and exceptional financial planner.
Tom has completed a Bachelor of Commerce and Advanced Diploma of Financial Planning which allows him to share his expertise and knowledge with others. As Head of Advice, Tom is responsible for training and mentoring all advisers to ensure every client – including his own – receive the highest quality advice and best experience possible.
For Tom, he is passionate about connecting with clients on both a professional and personal level. A truly personalised service is what allows Tom to achieve the best outcomes for his clients.
“A client-adviser relationship for me is one of the most important relationships many people will have. I truly enjoy working with, and genuinely care for, each of my clients who have become more like lifelong friends.”
Furthermore, coming from a family business environment enables Tom to relate to those who are in Small and Medium Business and understands the complexity that comes with working with family of different generations.
With 16 years of experience in the industry, Tom understands that trust is the key to success. “Building trust with my clients allows me to help them achieve their dreams. I enjoy being able to challenge my client’s perceptions of their future aspirations. Anything is possible. I look forward to helping more people become comfortable about their financial future and be able to enjoy life without the worry of money.”
When he is not at work you can find Tom on the golf course or holidaying somewhere warm with wife April and baby Artie.
- Self-Managed Super Funds
- Retirement Planning
- Wealth Creation/Investment Advice
- Borrowing to Invest
- Estate Planning