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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

Testamentary Trusts

Testamentary Trusts – Take control and gain peace of mind By creating a testamentary trust, your long term plans for your estate can be fulfilled. The process is simple and... read more →
  • October 18, 2011
  • Harlan Marriott
  • Newcastle Financial

Living Longer – Making Your Retirement Savings Last

Will Your Retirement Savings Last? It’s no secret we are all living longer: female baby boomers have a 50% chance of living beyond age 90, and males a 34% chance.... read more →
  • October 11, 2011
  • Harlan Marriott
  • Newcastle Financial, retirement, superannuation

Seven things for investors to consider for the 21st Century

"Investors must either embrace change or risk missing out..."   The world has changed immeasurably in the past 30 years. The next three decades seem likely to yield even more... read more →
  • October 4, 2011
  • Harlan Marriott
  • Newcastle Financial Planner

Sizing Up Your Super

There are changes afoot for your superannuation, so here are five ways to make more of what  you have. There are changes coming with the Federal Government’s review of the... read more →
  • September 27, 2011
  • Harlan Marriott
  • superannuation

Life Insurance Know Hows:

Life insurance know hows: personal injury and illness Until you experience a serious injury or illness, it’s very easy to think that it’ll never happen to you. However there are... read more →
  • September 19, 2011
  • Harlan Marriott
  • Financial Advisor Newcastle

Never Too Young To Start Investing

No matter how young you are, you are never too young to start investing. The younger you start, the more you learn and the more comfortable you become with investment... read more →
  • September 1, 2011
  • Harlan Marriott
  • Newcastle Financial Planner

Interesting Pension Facts

We found these pension facts interesting. 1909  Not many people were concerned about outliving their money. The National Old Age Pension was introduced.  The average life expectancy was 55  years. ... read more →
  • August 29, 2011
  • Harlan Marriott
  • Financial Advisor Newcastle

Retirees Continue to Embrace the Internet

Contrary to popular belief the age of the internet is not just for the young.  The Sensis Social Media 2011 report found that 80% of retirees access the internet and... read more →
  • August 26, 2011
  • Harlan Marriott
  • Financial Planning

Newcastle Accountants Celebrate 10 Years In Business

Leenane Templeton Chartered Accountants and Business Advisors was started with the prerequisites of assisting businesses to grow and  becoming an employer of choice.  These values have obviously been achieved.  The number... read more →
  • July 21, 2011
  • Harlan Marriott
  • Financial Advisor Newcastle, Newcastle Accountant

Income Tax and recent amendments to Divsion 7A

Income Tax Act Recent amendments to Division 7A The ATO will be paying special attention to Division 7A of the Income Tax Act 1936 this year, an integrity measure that... read more →
  • June 30, 2011
  • Harlan Marriott
  • Newcastle tax advisor
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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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