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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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Australians need a little help to battle the bulge

  If you’ve been keeping up with news lately you’d hardly be surprised to notice that Australia is facing a preventable health crisis with two in three of us currently... read more →
  • December 5, 2014
  • Harlan Marriott
  • Lifestyle

Cut the cost of insurance

Many of us often look at what we pay for our insurance cover over a year and wonder if there are ways we can cut the cost of insurance without... read more →
  • October 30, 2014
  • Harlan Marriott
  • Insurance

What does a good advisor do?

Some people may think that a financial advisor’s role is to forecast the direction of the share market from month to month and invest clients’ money accordingly. This is not... read more →
  • August 6, 2014
  • Harlan Marriott
  • Financial Advisor

Protecting your financial security

  Australians are becoming more educated about their health – whether it’s actively pursuing preventative measures or a greater awareness of healthcare options. Combined with improvements in medical technology and... read more →
  • July 29, 2014
  • Harlan Marriott
  • financial security

Financial Planning – More than just advice

Financial planners are often the first port of call for people seeking advice on investing a lump sum of money. But that is just the tip of the iceberg. A... read more →
  • July 3, 2014
  • Harlan Marriott
  • Financial Planning

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

Why DisabilityCare is no replacement for life insurance

The Government’s Budget announcement that it intends to partially fund the national disability insurance scheme, DisabilityCare through an increase to the Medicare levy of 0.5% has generated a lot of... read more →
  • November 1, 2013
  • Harlan Marriott
  • Disability Care

SMSF Member Insurance

Following changes to the SMSF sector as part of the government’s Stronger Super review measures, SMSF trustees are now required by law to consider the need for insurance cover for... read more →
  • July 8, 2013
  • Harlan Marriott
  • Self Managed Super Funds

Women lacking on insurance protection

  When it comes to having enough insurance cover in place, there should be no ‘it can’t happen to me’ attitude.
   That’s because accidents and illnesses do not discriminate,... read more →
  • January 5, 2011
  • Harlan Marriott
  • Financial Planning
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Recent Post

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  • Investment Strategies For Your Super May 5, 2021
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  • Economic Update March 9, 2021
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