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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

Managing an inheritance

Most of us would rather not think about the death of a loved one, although, like paying tax, it is inevitable. But what happens when you are a beneficiary in... read more →
  • November 17, 2015
  • Harlan Marriott
  • Financial Planning

A good financial planner is your best asset

A good financial planner is your best asset and the following information describes why having a good financial planner is important in uncertain economic times - or any time really.... read more →
  • June 27, 2014
  • Harlan Marriott
  • Financial Planning

Tips for making an effective Will

Here are four key issues to consider when establishing or reviewing a Will, accompanied by tips for making an effective Will. 1. Who should you appoint as your beneficiaries? While... read more →
  • July 1, 2013
  • Harlan Marriott
  • Financial Planning

An Ageing Population

We Are All Part of An Ageing Population According to the United Nations Population Division, we are all living through a period of ageing population that is unparalled in the... read more →
  • April 28, 2011
  • Harlan Marriott
  • Financial Planning, Self Managed Super Funds, superannuation

Queensland Floods

Our hearts and thoughts go out to all of those in the Queensland floods.    I'm sure you are concerned not only about the families and businesses affected by the... read more →
  • January 12, 2011
  • Harlan Marriott
  • Financial Planning

Financial Planner looks at Pursuit of Happiness

Life Satisfaction in Australia Our Financial advisors in Newcastle have great job satisfaction and enjoy working with our customers and helping with their financial well being and wealth management.  They're... read more →
  • September 27, 2010
  • Harlan Marriott
  • Financial Advisor In Newcastle, Financial Planning, Financial Planning

Financial Planning And Economic Recovery

FOUR INDICATORS OF ECONOMIC RECOVERY   Newcastle Financial Planners like yourself, hear every day of what is happening on the stock exchanges of the world and the ups and downs of... read more →
  • September 17, 2010
  • Harlan Marriott
  • Financial Advisor In Newcastle, Financial Planning, Newcastle Financial Planner
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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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