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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

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

Getting your paperwork in order

Nearly everyone groans when June 30 pops up on the horizon. “Oh no, I’ve got to get my paperwork ready for my accountant”. Being organised for your annual tax return... read more →
  • August 26, 2015
  • Harlan Marriott
  • financial advice

Take advantage of the NOW!

After Kylie completed university and had landed a well-paying job, her only plan was to enjoy her new financial freedom. She had living to do – the future was a... read more →
  • August 23, 2015
  • Harlan Marriott
  • financial advice

Guaranteeing your children a new home

Many parents I speak to would love to help their kids buy their own home. (Usually, so they can have more privacy without a home filled with Gen Ys &... read more →
  • August 19, 2015
  • Harlan Marriott
  • financial advice
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Recent Post

  • Starting Off Your Investment Journey January 18, 2021
  • Strategies for long-term investing December 14, 2020
  • Staying on track November 10, 2020
  • Embracing the fear October 5, 2020
  • Fight The Flight September 20, 2020

Contact Info

Head Office:
484 Hunter Street
Newcastle NSW 2300
Australia
Offices in:
Sydney – Brisbane – Newcastle

Phone: 02 4926 2300 Fax: 02 4926 2533 E-Mail: success@leenanetempleton.com.au Web: www.LT.com.au
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