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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

Take advantage of the NOW!

After Kylie completed university and had landed a well-paying job, her only plan was to enjoy her new financial freedom. She had living to do – the future was a... read more →
  • August 23, 2015
  • Harlan Marriott
  • financial advice

Getting ahead in your 50’s

Life in your 50's is great. You don’t have a huge mortgage, the kids have grown up and are not as dependent on you, your career has progressed… So what... read more →
  • June 10, 2015
  • Harlan Marriott
  • financial advice

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

The role of money in close personal relationships

This brief article outlines the role of money in close personal relationships. It lists some financial points which should be considered. These days there are few relationships in which the... read more →
  • September 12, 2014
  • Harlan Marriott
  • financial advice

The importance of trauma cover

Thanks to modern day treatments, cancer survival rates are on the rise. But can you afford to be treated? This article will help you understand the importance of trauma cover... read more →
  • January 15, 2014
  • Harlan Marriott
  • Insurance

Time to reflect

Ready or not, the end of the year is fast approaching and now is the perfect time to start thinking about the year(s) ahead. In particular, this time of year... read more →
  • January 1, 2014
  • 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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