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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

Responsibilities of an executor

A good reminder for people who are asked to be executors for a will. This article outlines the extensive duties the executor must fulfill and suggests the use of professionals.... read more →
  • April 11, 2017
  • Harlan Marriott
  • financial advice

Estate planning for single parents

“Isn’t estate planning all about looking after the assets of the wealthy when they die? What has estate planning got to do with being a single parent?” Of course estate... read more →
  • July 19, 2015
  • Harlan Marriott
  • estate planning

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

Tips for making an effective Will

Here are four key issues to consider when establishing or reviewing a Will, accompanied by tips for making an effective Will. 1. Who should you appoint as your beneficiaries? While... read more →
  • July 1, 2013
  • Harlan Marriott
  • Financial Planning

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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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