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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
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  • Accounting Firm

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

Ignore life’s trigger events at your peril

You may have a well-constructed estate plan delivering the outcomes that you want regarding your wealth after death.  When established, your estate plan may pass the fundamental test which is:... read more →
  • March 30, 2016
  • Harlan Marriott
  • estate planning

Are your estate affairs in order?

Completing a thorough estate planning review is crucial for your peace of mind as well as the comfort and wellbeing of loved ones. It is also much more than just... read more →
  • October 26, 2015
  • Harlan Marriott
  • estate planning, Financial Planning

Estate planning for single parents

“Isn’t estate planning all about looking after the assets of the wealthy when they die? What has estate planning got to do with being a single parent?” Of course estate... read more →
  • July 19, 2015
  • Harlan Marriott
  • estate planning

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

A resolution for 2015: Estate planning

Estate planning can be a confronting and even upsetting activity, so it’s no wonder it’s something many people avoid. However, an up-to-date will and succession plan is crucial for looking... read more →
  • December 30, 2014
  • Harlan Marriott
  • estate 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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