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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
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    • Investing
    • Wealth Protection & Insurance
    • Family Office
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Investment Strategies For Your Super

Your super returns may be doing ok, but could they be better? Being actively involved in how and where your super is invested, could make a real difference to your... read more →
  • May 5, 2021
  • Harlan Marriott
  • No Comments
  • financial advice, Financial Advisor, Financial Advisor In Newcastle, Investing Strategies, investment, superannuation

The rise of ethical investments

In recent years, ethical investing or socially responsible investing (SRI) has become increasingly popular. Driven by the growth in demand for businesses that are profitable and ethical, along with regulatory... read more →
  • April 27, 2021
  • Harlan Marriott
  • No Comments
  • ethical investments, financial advice, financial adviser in Newcastle, Financial Advisor, Financial Advisor, Financial Advisor In Newcastle, investment

What financial mistakes have you made?

Have you made a big financial mistake in the past? One that cost you a lot of time and money to fix? Financial stress can be a major trigger for... read more →
  • March 18, 2021
  • Harlan Marriott
  • No Comments
  • financial advice, financial adviser in Newcastle, Financial Advisor, Financial Advisor, Financial Advisor In Newcastle

Where does the money go?

Share market losses cause many people to wonder where all the money goes during downturns or crashes. This short article explains the difference between a paper loss and a real... read more →
  • July 5, 2017
  • Harlan Marriott
  • financial advice

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

Macro risks elevated in 2016

Financial markets face an environment of elevated uncertainty in 2016, as China’s economy continues to slow and the US Federal Reserve (Fed) moves to normalise monetary policy. With the prospect... read more →
  • March 3, 2016
  • Harlan Marriott
  • financial advice

Debt recycling in action

Debt recycling is the process of replacing mortgage debt, or bad debt, with investment debt, which is known as good debt.  This strategy enables investors to start building wealth while... read more →
  • September 28, 2015
  • Harlan Marriott
  • financial advice

buying v renting

Buying a house is probably the biggest financial commitment we make in our lives, so it's not a decision to be taken lightly.  Most people need to borrow money to... read more →
  • September 15, 2015
  • Harlan Marriott
  • financial advice

Interest rates affect everyone differently

While interest rates remain at historically low levels in many parts of the world, including Australia, thousands of mortgage holders have enjoyed lower repayments; but interest rate movements mean different... read more →
  • September 11, 2015
  • Harlan Marriott
  • financial advice

Giving your kids a headstart

When it comes to helping your children or grandchildren get a financial headstart in life there are so many options available however your generosity could create tax issues down the... read more →
  • September 7, 2015
  • Harlan Marriott
  • financial advice
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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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