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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

What are managed funds?

Managed funds are one of the most common ways people can invest their money. Many large superannuation funds will use managed funds as a way to access the skills of... read more →
  • May 24, 2017
  • Harlan Marriott
  • Financial Planning, managed funds

The financial effects of divorce after 50

Managing a divorce is difficult at any age but when it affects older couples, it can have different financial implications. This article identifies some of the financial issues and how... read more →
  • May 19, 2017
  • Harlan Marriott
  • Financial Planning

Estate planning – the basic essentials

This detailed article covers the basic essentials of estate planning It is often said that death is final. However, a grieving family knows only too well that the death of... read more →
  • May 3, 2017
  • Harlan Marriott
  • estate planning

Tried and true money tips

This article lists 9 sound tips that act as a good reminder for our readers in managing their money and encourages them to contact us if they need professional advice... read more →
  • April 19, 2017
  • Harlan Marriott
  • Financial Planning

Finalists in the Australian Accounting Awards 2017

Newcastle based Leenane Templeton Chartered Accountants & Business Advisors has been shortlisted for the prestigious Australian Accounting Awards, partnered by Thomson Reuters. Andrew Frith of Leenane Templeton is in the... read more →
  • April 12, 2017
  • Harlan Marriott
  • Financial Planning

Responsibilities of an executor

A good reminder for people who are asked to be executors for a will. This article outlines the extensive duties the executor must fulfill and suggests the use of professionals.... read more →
  • April 11, 2017
  • Harlan Marriott
  • financial advice

The role of dividends

A very good short article that reminds share market investors of the role dividends play. This can provide comfort to our readers when share markets are particularly volatile. When we... read more →
  • February 15, 2017
  • Harlan Marriott
  • Financial Planning, Newcastle Investing Advice

A word about property

This article explains property as an investment asset class, comparing it to share investing. It covers the characteristics of property, touches on tax issues and recommends awareness and research. The... read more →
  • January 3, 2017
  • Harlan Marriott
  • property

Leave it to a testamentary trust

  Do you worry about what will happen to your family when you pass away? If so, a ‘testamentary trust’ may be the answer. It is established as an outcome... read more →
  • November 11, 2016
  • Harlan Marriott
  • Financial Planning

Beyond Brexit

Brexit triggered volatility in markets, including a sharp depreciation of the British pound and dramatic falls in the share prices of British and European banks. However, we believe the probability... read more →
  • September 19, 2016
  • Harlan Marriott
  • Financial Planning, financial security, money, Wealth
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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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