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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

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

What is a Self Managed Super Fund?

SMSFs (Self-Managed Super Funds) are sometimes referred to as "Do It Yourself" (DIY) super funds.  Similar to other superannuation funds, SMSFs invest contributions made by members, provide benefits to members... read more →
  • February 21, 2011
  • Harlan Marriott
  • Newcastle Financial Planning Advisor, superannuation

12 Strategies To Beat Market Turmoil

Although we released this article in 2010 its still worthy of a read.  The full article and graphs are available by emailing Leenane Templeton. Astute investors who move cautiously and remain... read more →
  • February 18, 2011
  • Harlan Marriott
  • Newcastle Financial Planning Advisor

Budgeting For 2011

 BUDGETING One of the first things in controlling your money and your accumulation of wealth is to have a budget.  However, many of us do not have a budget, do... read more →
  • February 15, 2011
  • Harlan Marriott
  • Newcastle Financial Planning Advisor

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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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