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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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  • Accounting Firm

Cashless Society – Cash no longer king?

It was back in the mid 1970s that we were forced (almost kicking and screaming) to take up a credit card having refused one in the UK in the late... read more →
  • May 14, 2012
  • Harlan Marriott
  • Newcastle Financial Planner

Can You Retire in Comfort?

Retirement Figures   Our financial planners in Newcastle are often asked what you need to retire in comfort.  If you want to retire in comfort, you may need more money according... read more →
  • January 3, 2012
  • Harlan Marriott
  • Newcastle Financial Planner, retirement

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

Seven things for investors to consider for the 21st Century

"Investors must either embrace change or risk missing out..."   The world has changed immeasurably in the past 30 years. The next three decades seem likely to yield even more... read more →
  • October 4, 2011
  • Harlan Marriott
  • Newcastle Financial Planner

Never Too Young To Start Investing

No matter how young you are, you are never too young to start investing. The younger you start, the more you learn and the more comfortable you become with investment... read more →
  • September 1, 2011
  • Harlan Marriott
  • Newcastle Financial Planner

Year End Strategies For Property Owners

The end of the financial year is approaching, and it is important to be prepared. This will ensure there aren’t any nasty surprises and as much cash as possible can... read more →
  • May 24, 2011
  • Harlan Marriott
  • Newcastle Financial Planner

Australians Attitude To Debt

Australia has the highest household debt to disposable income ratio in the world, even higher than the USA.   In the 1980s the average Australian household had debts totalling about... read more →
  • February 10, 2011
  • Harlan Marriott
  • Newcastle Financial Planner

Financial Success In 2011

With 2010 a year of ups and downs for investors, what is 2011 expected to bring, and, as an investor, what signs should you be looking for?   For long-term... read more →
  • February 6, 2011
  • Harlan Marriott
  • Newcastle Financial Planner

93% Tax Rate on Super Contributions!

  Did you realise that some unfortunate super fund members face a 93 percent tax rate on certain super contributions?  This breathtaking rate is triggered when fund members exceed the... read more →
  • December 3, 2010
  • Harlan Marriott
  • Newcastle Financial Planner

Will Helping Your Children Hinder Your Retirement

Are your retirement plans safe? Whilst each generation has very different needs and priorities when it comes to managing their money and their finances, an increasing number of cases are... read more →
  • October 10, 2010
  • Harlan Marriott
  • 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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