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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

A resolution for 2015: Estate planning

Estate planning can be a confronting and even upsetting activity, so it’s no wonder it’s something many people avoid. However, an up-to-date will and succession plan is crucial for looking... read more →
  • December 30, 2014
  • Harlan Marriott
  • estate planning

Financial Planning – More than just advice

Financial planners are often the first port of call for people seeking advice on investing a lump sum of money. But that is just the tip of the iceberg. A... read more →
  • July 3, 2014
  • Harlan Marriott
  • Financial Planning

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
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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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