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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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Finalists in the Australian Accounting Awards 2017

Newcastle based Leenane Templeton Chartered Accountants & Business Advisors has been shortlisted for the prestigious Australian Accounting Awards, partnered by Thomson Reuters. Andrew Frith of Leenane Templeton is in the... read more →
  • April 12, 2017
  • Harlan Marriott
  • Financial Planning

The role of dividends

A very good short article that reminds share market investors of the role dividends play. This can provide comfort to our readers when share markets are particularly volatile. When we... read more →
  • February 15, 2017
  • Harlan Marriott
  • Financial Planning, Newcastle Investing Advice

Leave it to a testamentary trust

  Do you worry about what will happen to your family when you pass away? If so, a ‘testamentary trust’ may be the answer. It is established as an outcome... read more →
  • November 11, 2016
  • Harlan Marriott
  • Financial Planning

Beyond Brexit

Brexit triggered volatility in markets, including a sharp depreciation of the British pound and dramatic falls in the share prices of British and European banks. However, we believe the probability... read more →
  • September 19, 2016
  • Harlan Marriott
  • Financial Planning, financial security, money, Wealth

Time to reconsider emerging markets?

After a prolonged period of market volatility, the news from emerging markets has taken on a more positive tone since the start of 2016. For example, the economic reports from... read more →
  • May 23, 2016
  • Harlan Marriott
  • Financial Planning

Thinking outside the box – Commercial property vs residential

Residential property tends to dominate the news and is a topic of choice for Australians. With skyrocketing prices, social concerns regarding affordability, speculation of a looming bust, the eleventh series... read more →
  • April 4, 2016
  • Harlan Marriott
  • Financial Planning

The Star Wars’ guide to investing in volatile times

The Star Wars epic may be one of the greatest movie series ever created, but it can also offer us some lessons on how to manage our investment behaviour when... read more →
  • March 21, 2016
  • Harlan Marriott
  • Financial Planning

Give your bonus a boost this year

For some employees, the New Year marks the end of their company’s 2015 employee performance period and possibly a bonus payment. If you are fortunate enough to have an employer... read more →
  • March 9, 2016
  • Harlan Marriott
  • Financial Planning

Placing your family wealth in trust

The basic function of a trust is to separate control and ownership. The result of using a trust is that assets are protected and profits are distributed in the most... read more →
  • February 11, 2016
  • Harlan Marriott
  • Financial Planning

Approaching retirement – protect your plans

You have taken a long and varied pathway to get where you are, but you have finally reached that point in your life where you are confident about who you... read more →
  • January 13, 2016
  • Harlan Marriott
  • Financial Planning
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Recent Post

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  • Investment Strategies For Your Super May 5, 2021
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