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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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Understanding the benefits of tax deferred income

Direct property funds pay income to investors in the form of distributions. These distributions include the rental income received from the properties and other income such as interest. Part of... read more →
  • March 5, 2012
  • Harlan Marriott
  • Newcastle Financial

Bankruptcy

BANKRUPTCY - It's not so new for countries after all   • Ralph Waldo Emerson famously quoted in one of his 1844 essays "It is said that the world is... read more →
  • February 21, 2012
  • Harlan Marriott
  • Newcastle Financial

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

More reasons to have a SMSF

More Reasons to have your own Self Managed Super Fund The Superannuation Complaints Tribunal's latest annual report shows that more than half of the complaints they received for the 2010-11... read more →
  • January 26, 2012
  • Harlan Marriott
  • Financial Advisor In Newcastle, Newcastle Financial, Self Managed Super Funds

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

Newcastle Financial Planner Wins Best Practice Award

  Newcastle local Andrew Frith wins Industry Association Best Practice Award       For information about Andrews "2012 Australia's Top 50 Financial Planner Award" please click here. Sydney, 16... read more →
  • November 16, 2011
  • Harlan Marriott
  • Newcastle Financial

Risk Insurance

Do You Have Adequate Risk Insurance? Many people go through enough pain and grief when dealing with their illness or injury, let alone the stress that comes along with not... read more →
  • October 25, 2011
  • Harlan Marriott
  • Financial Advisor Newcastle, Newcastle Financial

Testamentary Trusts

Testamentary Trusts – Take control and gain peace of mind By creating a testamentary trust, your long term plans for your estate can be fulfilled. The process is simple and... read more →
  • October 18, 2011
  • Harlan Marriott
  • Newcastle Financial

Living Longer – Making Your Retirement Savings Last

Will Your Retirement Savings Last? It’s no secret we are all living longer: female baby boomers have a 50% chance of living beyond age 90, and males a 34% chance.... read more →
  • October 11, 2011
  • Harlan Marriott
  • Newcastle Financial, retirement, superannuation

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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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