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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

Share transactions: ATO digging deep into records

The ATO has indicated that it intends to undertake an extensive examination of share transactions - dating all the way back to 1985! The objective of the data matching activity... read more →
  • April 15, 2015
  • Harlan Marriott
  • Financial Planning

Negative gearing for property investors

Negative gearing is arguably the most generous tax break available to Australian property investors. Whether you’re an established property investor or contemplating purchasing your first investment property, you may care... read more →
  • April 10, 2015
  • Harlan Marriott
  • Financial Planning

SMSF: How and why to diversify

Knowing exactly what needs to be considered before getting your asset allocation right inside (or outside!) a Self-Managed Super Fund (SMSF) is not just a smart move in terms of... read more →
  • March 26, 2015
  • Harlan Marriott
  • SMSF

The Australian dollar – Rise as the dollar falls

The Australian dollar has done its fair share of bouncing around during the last five to ten years, and its current trend is down. What does this mean for our... read more →
  • March 6, 2015
  • Harlan Marriott
  • Australian dollar

Protecting your entire family

You’ve saved hard to build your retirement nest egg. You should be able to spend the money on a well-earned relaxing lifestyle. But all this could be put at risk... read more →
  • February 24, 2015
  • Harlan Marriott
  • Insurance

Insurance is important at any age

Although a health crisis can occur at any time of life, the risks obviously increase as we age which is why insurance is important at any age. Unfortunately, due to... read more →
  • February 11, 2015
  • Harlan Marriott
  • Insurance

Will your TPD policy pay out when you need it?

Do you have the right TPD cover? Advances in medical science mean your chance of survival after an accident or serious illness is much better than it was even 20... read more →
  • February 5, 2015
  • Harlan Marriott
  • Insurance

Make sure your estate ends up in the right hands

Each year, large numbers of Australians die without a Will. As our lives become more complex, it is an oversight that can be as costly as it is heartbreaking. None... read more →
  • January 21, 2015
  • Harlan Marriott
  • estate planning, Financial Planning

Five pre-retirement super traps you should avoid

Is your retirement just around the corner? Then it’s time to make your super work harder by avoiding these common pre-retirement super traps and start planning. 1. Outdated investment strategies... read more →
  • January 15, 2015
  • Harlan Marriott
  • retirement

Living long – Living well

Australia’s population is an ageing population. In 2007, 13 per cent of Aussies were aged 65 and over and by 2056 this figure will be close to 23 per cent... read more →
  • January 5, 2015
  • Harlan Marriott
  • retirement
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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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