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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
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    • Investing
    • Wealth Protection & Insurance
    • Family Office
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Debt recycling in action

Debt recycling is the process of replacing mortgage debt, or bad debt, with investment debt, which is known as good debt.  This strategy enables investors to start building wealth while... read more →
  • September 28, 2015
  • Harlan Marriott
  • financial advice

Protect your income and reap the tax benefits

Your most important asset is your capacity to work and generate an income. If you are unable to work due to sickness or injury, how would you continue to meet... read more →
  • June 20, 2015
  • Harlan Marriott
  • Insurance

Maximise your opportunities for the end of financial year

June 30 is fast approaching but there’s still time to consider strategies to help you build your wealth and reduce the amount of tax you pay. Pay interest in advance... read more →
  • June 2, 2015
  • Harlan Marriott
  • end of financial year

Capital gains at end of financial year

The end of financial year is a good time to think about your capital gains and losses for the year. Timing and planning are everything when it comes to minimising... read more →
  • May 20, 2015
  • Harlan Marriott
  • CGT

Plan your future – Take advantage of the NOW!

Many young people in the X and Y Generations are earning excellent incomes but have little savings, excessive debt and consider the future too distant to be of concern. This... read more →
  • November 3, 2014
  • Harlan Marriott
  • Financial Planning

Child Maintenance Trust – A different kind of support

When relationships break down, child maintenance payments are often made from post-tax money. If this is a position you are facing, perhaps you might consider a Child Maintenance Trust. According... read more →
  • October 20, 2014
  • Harlan Marriott
  • Financial Planning

Tax and your children’s investments

Every parent wants the best for their child, so if you are in a position to invest money specifically for your children’s future, you should follow the same approach as... read more →
  • October 9, 2014
  • Harlan Marriott
  • Investing Strategies

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

Prepare for the end of the financial year

A lot of people leave their end of financial year preparation too late. If you feel that your finances could do with a shake-up before June 30, there are many... read more →
  • June 19, 2013
  • Harlan Marriott
  • Financial Planning

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