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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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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

Economic update – third quarter

The third quarter of 2014 saw markets continue to recover from their early weakness at the beginning of the year, despite a flat start in July. North American and Asia... read more →
  • December 15, 2014
  • Harlan Marriott
  • Economy
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Recent Post

  • Starting Off Your Investment Journey January 18, 2021
  • Strategies for long-term investing December 14, 2020
  • Staying on track November 10, 2020
  • Embracing the fear October 5, 2020
  • Fight The Flight September 20, 2020

Contact Info

Head Office:
134 King Street
Newcastle NSW 2300
Australia
Offices in:
Sydney – Brisbane – Newcastle

Phone: 02 4926 2300 Fax: 02 4926 2533 E-Mail: success@leenanetempleton.com.au Web: www.leenanetempleton.com.au
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