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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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Purchasing a property later in life

Home ownership continues to be our Great Dream, yet according to Domain.com.au, many of us are investing in bricks and mortar much later in life. So, what does it take... read more →
  • October 13, 2017
  • Harlan Marriott
  • age pension, Lifestyle, property

Investing: how to reduce concentration risk

Concentration risk. No, it’s nothing to do with thinking too hard about something. In fact, it’s more likely to be a result of not paying enough attention. Concentration risk is... read more →
  • September 26, 2017
  • Harlan Marriott
  • Financial Planning, Investing Strategies

Investment properties – know your expenses

Rental properties often need upkeep and sometimes, more significant repairs. However, in the eyes of the Australian Taxation Office, not all types of expenditure are equal! For taxation purposes, there... read more →
  • July 19, 2017
  • Harlan Marriott
  • Financial Planning

What are managed funds?

Managed funds are one of the most common ways people can invest their money. Many large superannuation funds will use managed funds as a way to access the skills of... read more →
  • May 24, 2017
  • Harlan Marriott
  • Financial Planning, managed funds

Retirement – Financial pearls of wisdom

As we approach retirement some people start to panic a little wondering if they are truly looking forward to the time of their life when they no longer have to... read more →
  • August 8, 2015
  • Harlan Marriott
  • retirement

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

Back to basics – the foundations of risk and return

The foundations of risk and return - Risk is integral to investing. This can be a frightening thought, but risk shouldn’t necessarily be feared, as without it there is less... read more →
  • December 20, 2014
  • Harlan Marriott
  • Investing Strategies

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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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