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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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Economic Outlook

The world began 2020 much as it ended in 2019. There was growing optimism in the global economy with expectations that the US and China had ‘buried the hatchet’ on... read more →
  • July 19, 2020
  • Harlan Marriott
  • No Comments
  • Economy, Financial Advisor, Financial Advisor In Newcastle

The true cost of an epidemic

Recent events such as the coronavirus outbreak highlight the far-reaching effects of an epidemic. Following the initial devastation of these events, the true cost of an epidemic takes time to... read more →
  • May 25, 2020
  • Harlan Marriott
  • No Comments
  • Financial Advisor, Financial Advisor, Financial Advisor In Newcastle

COVID-19 – Providing rental relief for the tenant in my SMSF property

The economic impacts of the COVID-19 crisis are causing significant financial distress for many businesses and individuals. If your SMSF has a property and a tenant in financial distress, you... read more →
  • April 3, 2020
  • Harlan Marriott
  • No Comments
  • Financial Advisor, Financial Advisor, Self Managed Super Funds, SMSF

Dealing With Market Turbulence

The share market decline since the peak of 20 February 2020 has been fast and brutal. Immense fear has now engulfed the market just like it has engulfed society through... read more →
  • March 10, 2020
  • Harlan Marriott
  • No Comments
  • Financial Advisor

Understand the market impact of the Coronavirus

It has been a turbulent start to the year with Australia beginning the recovery process from the tragic bushfires followed by the threat of a global pandemic with cases of... read more →
  • March 2, 2020
  • Harlan Marriott
  • No Comments
  • Financial Advisor, investment

Using Diversification to Combat Risk

One of the most important principles of investing is to ensure that you have a diversified portfolio . Diversification — spreading your money among many different investments — attempts to... read more →
  • February 13, 2020
  • Harlan Marriott
  • No Comments
  • Financial Advisor

Why decisions made during your ‘transition to retirement’ are life changing

The decisions you make when you are transitioning into retirement can be the most telling for financial security throughout your golden years. Why? Your accumulated savings pool is likely to... read more →
  • January 23, 2020
  • Harlan Marriott
  • No Comments
  • Financial Advisor, retirement

Transitioning into retirement

If you’re nearing retirement age but don’t want to stop work entirely, another option might be to transition into retirement. For those over 60, Transition to Retirement (TTR) pensions are... read more →
  • October 24, 2019
  • admin
  • No Comments
  • Financial Advisor, Financial Planning

Financial advice is not the same for everyone

Financial planning. That’s for people with lots of money to invest, isn’t it? Not necessarily. Sure, investment planning is an important part of financial planning, but underpinning the whole process... read more →
  • August 27, 2019
  • admin
  • No Comments
  • Financial Advisor, Financial Planning

5 common financial mistakes people make in their 40s

The 40s are, for many people, a critical decade for building wealth. Income is usually on the rise, but so are expenses such as mortgages and school fees. Juggling priorities... read more →
  • July 3, 2019
  • admin
  • No Comments
  • Financial Advisor, Financial 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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