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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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Insurance through super – with choice comes complexity

Recent changes to superannuation legislation present exciting opportunities when it comes to ways of funding life insurance. With choice, however, comes complexity and the challenge is to isolate the benefits... read more →
  • October 13, 2015
  • Harlan Marriott
  • Financial Planning, Insurance, Super

Trauma fills the gaps

Heart disease and stroke continue to be the two most common causes of death5 in Australia for people over the age of 45 and accounted for over 30,000 Australian fatalities... read more →
  • October 5, 2015
  • Harlan Marriott
  • Financial Planning, Insurance

Insurance – Don’t go it alone

There is no doubt that the very thought of claiming on your own insurance policy is depressing, but the research proves that you (and even me) may be unable to... read more →
  • September 26, 2015
  • Harlan Marriott
  • Insurance

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

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

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

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

Protecting your entire family

You’ve saved hard to build your retirement nest egg. You should be able to spend the money on a well-earned relaxing lifestyle. But all this could be put at risk... read more →
  • February 24, 2015
  • Harlan Marriott
  • Insurance

Insurance is important at any age

Although a health crisis can occur at any time of life, the risks obviously increase as we age which is why insurance is important at any age. Unfortunately, due to... read more →
  • February 11, 2015
  • Harlan Marriott
  • Insurance

Five pre-retirement super traps you should avoid

Is your retirement just around the corner? Then it’s time to make your super work harder by avoiding these common pre-retirement super traps and start planning. 1. Outdated investment strategies... read more →
  • January 15, 2015
  • Harlan Marriott
  • retirement
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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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