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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
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Investment Strategies For Your Super

Your super returns may be doing ok, but could they be better? Being actively involved in how and where your super is invested, could make a real difference to your... read more →
  • May 5, 2021
  • Harlan Marriott
  • No Comments
  • financial advice, Financial Advisor, Financial Advisor In Newcastle, Investing Strategies, investment, superannuation

If you think you’d never fall for a scam, read this…

If you are over 50, male, highly educated, financially literate and manage your own super, beware. You’re at a higher risk of being the target (and victim) of organised investment... read more →
  • October 24, 2017
  • Harlan Marriott
  • Financial Planning, financial security

A word about property

This article explains property as an investment asset class, comparing it to share investing. It covers the characteristics of property, touches on tax issues and recommends awareness and research. The... read more →
  • January 3, 2017
  • Harlan Marriott
  • property

Giving your kids a headstart

When it comes to helping your children or grandchildren get a financial headstart in life there are so many options available however your generosity could create tax issues down the... read more →
  • September 7, 2015
  • Harlan Marriott
  • financial advice

A legacy isn’t just about money

Basically, you can do whatever you like with your money while you’re alive. But what control do you have over your assets when you die? It’s an interesting thought that... read more →
  • July 23, 2015
  • Harlan Marriott
  • money

The investment Hunger Games

The 2015 investment landscape could resemble the plot of The Hunger Games, where investors face a changing and unexpected environment that requires multiple talents and smarts to emerge victorious. Expectations... read more →
  • July 15, 2015
  • Harlan Marriott
  • investment

Is an SMSF right for you?

Self-managed super funds (SMSFs) are the largest and fastest growing super sector in Australia and for many good reasons. But before you start an SMSF, it’s important to weigh up... read more →
  • July 1, 2015
  • Harlan Marriott
  • SMSF

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

SMSF: How and why to diversify

Knowing exactly what needs to be considered before getting your asset allocation right inside (or outside!) a Self-Managed Super Fund (SMSF) is not just a smart move in terms of... read more →
  • March 26, 2015
  • Harlan Marriott
  • SMSF
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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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