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Newcastle Financial Planners & Financial Advisors Newcastle Financial Planners & Financial Advisors
  • Home
  • About Us
    • Testimonials
  • Financial Services
    • Business Owners
    • Wealth Creation
    • Wealth Management
    • Financial Planning & Advice
    • Self Managed Super Fund (SMSF)
    • Superannuation advice
    • Retirement and Estate Planning
    • Investing
    • Wealth Protection & Insurance
    • Family Office
  • News
  • Contact
  • Accounting Firm

About Harlan Marriott

Spring clean you finances

Is debt ruling your life? Student debts, credit cards and personal loans can be a source of unnecessary stress and prevent you from enjoying other things in life. Clearing your... read more →
  • October 1, 2013
  • Harlan Marriott
  • Financial Debt

Winner of the 2013 State Awards

Congratulations to Andrew Frith Winner of the NSW Financial Planning Association Award, recognising excellence in financial planning. The Financial Planning Association of Australia (FPA) was pleased to announce that Andrew... read more →
  • September 26, 2013
  • Harlan Marriott
  • Financial Planning

The Psychology of Retirement

Living the good life, retiring happy, wealthy and wise Retirement is a little like Clark Kent taking off the Superman suit. It’s peeling off an identity – from an industry,... read more →
  • September 10, 2013
  • Harlan Marriott
  • retirement

Investment and Trading Strategies

Investing in and trading bonds can be profitable and improve the quality of your portfolio or chance of a capital gain. In this series, we explore some of the strategies... read more →
  • September 3, 2013
  • Harlan Marriott
  • Financial Planning

Equity markets offer both opportunities and risk

Despite the revival in world equity markets over the past six months, its renewed optimism is still very fragile.  It seems it doesn’t take much to shake markets, and recent... read more →
  • August 1, 2013
  • Harlan Marriott
  • Wealth

Happy New Financial Year

Everyone thinks about change and making resolutions when the calendar year ends but what about the financial year end? The new financial year is a perfect time to make some... read more →
  • July 26, 2013
  • Harlan Marriott
  • Financial Planning

Aged Care Tips and Traps

It is estimated that by 2051, more than 25% of the population will be aged over 65 , whilst the number of people over 85 is expected to more than... read more →
  • July 15, 2013
  • Harlan Marriott
  • Aged care

SMSF Member Insurance

Following changes to the SMSF sector as part of the government’s Stronger Super review measures, SMSF trustees are now required by law to consider the need for insurance cover for... read more →
  • July 8, 2013
  • Harlan Marriott
  • Self Managed Super Funds

Borrowing Strategies for a SMSF

SMSF members wanting to expand their investment portfolio are able to borrow money through their SMSF to purchase these assets. Assets available to an SMSF include property, as well as... read more →
  • July 1, 2013
  • Harlan Marriott
  • Self Managed Super Funds

Tips for making an effective Will

Here are four key issues to consider when establishing or reviewing a Will, accompanied by tips for making an effective Will. 1. Who should you appoint as your beneficiaries? While... read more →
  • July 1, 2013
  • Harlan Marriott
  • Financial Planning
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Recent Post

  • Frequently asked questions about superannuation June 9, 2021
  • Investment Strategies For Your Super May 5, 2021
  • The rise of ethical investments April 27, 2021
  • What financial mistakes have you made? March 18, 2021
  • Economic Update March 9, 2021
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