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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
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Holding Periods and Hyperbolic Discounting

Investment and patience have never gone together. We might assure ourselves we are investing for the long term but all too often our emotions get in the way. A growing... read more →
  • February 15, 2013
  • Harlan Marriott
  • Financial Advisor Newcastle

Are You A Frugal Person?

According to Steven Covey's book "7 Habits of Highly Effective People" , which has been purchased by more than 15 million people since it was published in 1989, successful and... read more →
  • July 12, 2012
  • Harlan Marriott
  • Financial Advisor Newcastle

Anchoring to something real

Imagine you are bartering for a rug and the stall-holder starts with a ridiculously high price. You know you must respond with a lower price but your brain is still... read more →
  • July 5, 2012
  • Harlan Marriott
  • Financial Advisor Newcastle, Investing Strategies

Exchange Traded Funds (ETF’s)

ETF Fundamentals Exchange traded funds (ETFs) are one of the fastest growing investment instruments in the world because they offer investors a cost effective way to gain exposure to a... read more →
  • June 6, 2012
  • Harlan Marriott
  • Financial Advisor Newcastle

Have You Considered Crisis Insurance

Why consider crisis insurance? Most people wouldn’t dream of driving without car insurance, or living in a house without home and contents insurance, so it is remarkable that the majority... read more →
  • February 7, 2012
  • Harlan Marriott
  • Financial Advisor Newcastle, Financial Planning, Newcastle Financial

The tax-effectiveness of dividend streams

The Hawke-Keating era is renowned for its micro economic reforms. Next year will mark the 25th anniversary of one of the most significant changes for share investors – the end... read more →
  • February 1, 2012
  • Harlan Marriott
  • Financial Advisor Newcastle, Investing Strategies

Beware The Heat!

The heat is upon us Now that we have survived a few hot summer days and can expect some heatwaves through the summer it is useful to remember that heatwaves... read more →
  • January 23, 2012
  • Harlan Marriott
  • Financial Advisor Newcastle

Did You Know

• That in the 2011 financial year IKEA, the globally recognised Swedish home furnishing retailer, sold $34.53 billion worth of sofas, kitchens, cutlery, coat hangers, bookshelves, beds mirrors, light globes, greeting... read more →
  • December 19, 2011
  • Harlan Marriott
  • Financial Advisor Newcastle

Recouping Investment Losses

As investors age they are less able to recover from significant investment losses.  The table below shows how important it is to focus on avoiding investment losses, as the gain required... read more →
  • December 7, 2011
  • Harlan Marriott
  • Financial Advisor Newcastle, Investing Strategies

Winner of Best Practice Awards

Andrew Frith Wins Best Practice Award The Financial Planning Association of Australia  (FPA) was pleased to announce today that Andrew Frith of Leenane Templeton Wealth Management, based in Newcastle NSW,... read more →
  • November 24, 2011
  • Harlan Marriott
  • Financial Advisor Newcastle, Newcastle Financial, Newcastle Financial Planner, Newcastle Financial Planning Advisor
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