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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

Prepare for the end of the financial year

A lot of people leave their end of financial year preparation too late. If you feel that your finances could do with a shake-up before June 30, there are many... read more →
  • June 19, 2013
  • Harlan Marriott
  • Financial Planning

Tax Tips And Tax Return Checklist

Lonsdale have prepared the following checklist to help you provide your accountant, tax agent or financial planner with the information they need to complete your tax return Download the PDF... read more →
  • June 17, 2013
  • Harlan Marriott
  • Financial Planning

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

Australia’s Top 50 Financial Planners

Today the Financial Review Smart Investor congratulated Andrew Frith of Leenane Templeton Wealth Management for his outstanding achievement making the Nations Top 50 Honour roll in the 2012 Masterclass for... read more →
  • January 18, 2012
  • Harlan Marriott
  • Financial Advisor In Newcastle, Financial Planning

Retirees Continue to Embrace the Internet

Contrary to popular belief the age of the internet is not just for the young.  The Sensis Social Media 2011 report found that 80% of retirees access the internet and... read more →
  • August 26, 2011
  • Harlan Marriott
  • Financial Planning

Funds Could Pay Up To $500,000 For Trio Compensation

The Federal  Government has revealed the cost to superannuation funds to cover the $55 million dollar financial assistance package granted to some victims of the Trio collapse.  This follows the... read more →
  • May 16, 2011
  • Harlan Marriott
  • Financial Planning

CEO’s Opinions in 2011

According to Business Spectator Accenture CEO Pulse, December 2010 issue, the following results are from research conducted by GA Research interviewing Chief Executive Officers in December 2010. Business Sentiment 80%... read more →
  • February 3, 2011
  • Harlan Marriott
  • Financial Planning

When Will You Review Your Finances?

Our Financial Advisers in Newcastle say regular reviews of your financial plan are important to optimising your financial security. Dealing with changes The financial world is always changing. Political, economic,... read more →
  • January 12, 2011
  • Harlan Marriott
  • financial adviser in Newcastle, Financial Advisor In Newcastle, Financial Planning

Women lacking on insurance protection

  When it comes to having enough insurance cover in place, there should be no ‘it can’t happen to me’ attitude.
   That’s because accidents and illnesses do not discriminate,... read more →
  • January 5, 2011
  • Harlan Marriott
  • Financial Planning

Starting A Family

There are a lot of uncertainties involved in starting a family – from choosing the right nappy strategy through to working out the best approach for disciplining your little bundle... read more →
  • December 14, 2010
  • Harlan Marriott
  • 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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