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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

Managing an inheritance

Most of us would rather not think about the death of a loved one, although, like paying tax, it is inevitable. But what happens when you are a beneficiary in... read more →
  • November 17, 2015
  • Harlan Marriott
  • Financial Planning

The tax advantages of insurance

When most people think about financial planning they tend to focus on the wealth creation side of things, but often forget about the wealth protection. Building a financial plan without... read more →
  • June 25, 2015
  • Harlan Marriott
  • Insurance

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

Make sure your estate ends up in the right hands

Each year, large numbers of Australians die without a Will. As our lives become more complex, it is an oversight that can be as costly as it is heartbreaking. None... read more →
  • January 21, 2015
  • Harlan Marriott
  • estate planning, Financial Planning

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

A good financial planner is your best asset

A good financial planner is your best asset and the following information describes why having a good financial planner is important in uncertain economic times - or any time really.... read more →
  • June 27, 2014
  • Harlan Marriott
  • Financial Planning

Planning for success

If your footie team didn’t have one, they’d always be “wooden spooners”. You wouldn’t go on holiday without having one and you’d never have friends over for a barbie without... read more →
  • June 5, 2014
  • Harlan Marriott
  • Financial Planning

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

Personal Super Strategies for Year End

With the end of financial year fast approaching, starting to prepare now will save time and headaches when the June 30 deadline arrives and will allow you time to develop... read more →
  • June 24, 2013
  • Harlan Marriott
  • Super Strategies

Make the most from your savings

We all want to save more, and a personal budget can help you achieve this important goal. We show you what’s involved - with some great tools to make it... read more →
  • June 1, 2013
  • Harlan Marriott
  • financial advice, financial adviser in Newcastle, Financial Advisor
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