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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

Staying on track

As human beings, we have a natural preference for things to stay as they are. It’s a tendency psychologists refer to as status quo bias. But in a world where... read more →
  • November 10, 2020
  • Harlan Marriott
  • No Comments
  • Financial Advisor, retirement

Why decisions made during your ‘transition to retirement’ are life changing

The decisions you make when you are transitioning into retirement can be the most telling for financial security throughout your golden years. Why? Your accumulated savings pool is likely to... read more →
  • January 23, 2020
  • Harlan Marriott
  • No Comments
  • Financial Advisor, retirement

Control your retirement income

              When you retire, there are different financial factors to consider because you are no longer receiving income from employment. Adverse market movements can... read more →
  • October 22, 2015
  • Harlan Marriott
  • retirement

Retirement – Financial pearls of wisdom

As we approach retirement some people start to panic a little wondering if they are truly looking forward to the time of their life when they no longer have to... read more →
  • August 8, 2015
  • Harlan Marriott
  • retirement

Five pre-retirement super traps you should avoid

Is your retirement just around the corner? Then it’s time to make your super work harder by avoiding these common pre-retirement super traps and start planning. 1. Outdated investment strategies... read more →
  • January 15, 2015
  • Harlan Marriott
  • retirement

Living long – Living well

Australia’s population is an ageing population. In 2007, 13 per cent of Aussies were aged 65 and over and by 2056 this figure will be close to 23 per cent... read more →
  • January 5, 2015
  • Harlan Marriott
  • retirement

Making the most of your retirement income

Retirement is a life-changing event. After you stop working, you can find yourself with time to do the things you may not have been able to do before, like travelling,... read more →
  • July 21, 2014
  • Harlan Marriott
  • retirement

The Psychology of Retirement

Living the good life, retiring happy, wealthy and wise Retirement is a little like Clark Kent taking off the Superman suit. It’s peeling off an identity – from an industry,... read more →
  • September 10, 2013
  • Harlan Marriott
  • retirement

Real Property And SMSFs

Boosting SMSF returns through rental of business real property is a common strategy, but not one without risks. In order to meet the definition of ‘business real property’ the property... read more →
  • September 7, 2012
  • Harlan Marriott
  • financial advice, retirement, Self Managed Super Funds, Wealth

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
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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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