Worry Less. Live More.

For over 30 years, Armcrest has been helping people in Newcastle and the Hunter to achieve their financial goals. How do we do it?

We listen to you.

Your worries. Your ambitions. Your priorities. Your values. And then we help you to prepare for your future, whatever it holds.

  • Make the most of your investments and savings.
  • Protect yourself, your family, and your business.
  • Get peace of mind for you and your family.

How we help

You've heard the mantra: it's not what you do, it's how you do it. When it comes to financial planning and advice, the way we work really makes a difference to your experience. We're not just passionate about finance; we're passionate about helping you to have a stress-free future.

STEP 1 Take the 15 minute financial stress test (this one's on us)

The first step to helping you is listening. What do you worry about? What do you want to achieve this year? Next year? In 10 years' time?
We want to hear about your personal, professional and financial goals, as well as your financial circumstances. Call today to book your 15 minute stress test.

STEP 2 Planning for your future

Once we understand what you hope to achieve, we'll work out how you can get there, with short and long term planning and investments. We'll develop practical plans and give you realistic advice on what you can achieve, and how.
We'll develop wealth creation and wealth protection strategies to remove any of your 'what if' worries.

STEP 2 Planning for your future

Once we understand what you hope to achieve, we'll work out how you can get there, with short and long term planning and investments. We'll develop practical plans and give you realistic advice on what you can achieve, and how.
We'll develop wealth creation and wealth protection strategies to remove any of your 'what if' worries.

STEP 3 Life happens

Change happens. Families grow. Economies shift. Wealth builds. Dreams change. What you wanted to do at 30 is different to what you're hoping to achieve at 45. That's why your financial planning needs to change, too.
We'll meet with you each year to review your finances and plan for the future.

What we do

The services we offer are all designed to help you achieve your financial goals. Which services you choose will depend on your circumstances; your personal, professional, and financial goals; and you.

• Investment planning • Wealth creation • Life insurance • Income protection
• Retirement planning • Cash flow management • Estate planning
• Superannuation (consolidation & management)
• Self-Managed Super Funds (SMSF)

Our people

Tom Momsen

B. Com | Adv Dip. Financial Planning | AFA Member
"I'm driven to help you secure peace of mind for the future."
Tom helps working age couples to organise their finances and secure a stress-free future for themselves and their families. He's passionate about delivering a truly personal service with the best advice to help your plans become a reality.
ASIC AR No. 341995
View adviser profile

Connect with Tom on LinkedIn

Chris Momsen

B. Com | CA | CFP | FPA Member
"Achieve financial independence and fund your own lifestyle in retirement."
With over 30 years' expertise in financial advice and planning, Chris truly knows it all. He'll advise you on the best ways to increase your wealth, protect your assets, and prepare for retirement.
ASIC AR No. 259858
View adviser profile

Janelle Williams

Office Support | Para-Planning
Janelle has extensive experience in providing para-planning and office support to the financial services industry. With Janelle at the helm, you know your call will always be answered professionally and promptly.

Blog

Why do we steal from ourselves?

08 June 2016
Are you stealing from yourself? Tom's tips on overcoming spending regrets and taking back control of your finances.

What keeps you up at night?

08 June 2016
What keeps you up at night? Protecting your future so you can worry less and enjoy life more.

Don't listen to your parents

08 June 2016
Don’t listen to your parents! Tom’s top tips on breaking free from financial habits and beliefs that can hold you back.
Show More
Show Less

Blog

Why do we steal from ourselves?

08 June 2016
Are you stealing from yourself? Tom's tips on overcoming spending regrets and taking back control of your finances.

What keeps you up at night?

08 June 2016
What keeps you up at night? Protecting your future so you can worry less and enjoy life more.

Don't listen to your parents

08 June 2016
Don’t listen to your parents! Tom’s top tips on breaking free from financial habits and beliefs that can hold you back.

Happiness is a lack of financial commitments

08 June 2016
Free yourself from financial stress: avoid getting caught in an endless cycle of spend and stress.
Show More
Show Less

Contact us

(02) 49 431 298

Armcrest Financial Advice
Suite 3, 29 Smith Street, Charlestown, NSW 2290