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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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The new super rules contain some good news

The 2017 superannuation changes provide new opportunities for you to finance the cost of your life insurance needs. The 10 percent rule is history! This rule prevented employees making additional... read more →
  • September 7, 2017
  • Harlan Marriott
  • Financial Planning

Service your future regularly

Most of us take for granted that we have to get our car serviced regularly. It’s not something we look forward to, but we know we have to do it... read more →
  • November 24, 2015
  • Harlan Marriott
  • Financial Planning

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

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

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

Life Insurance Know Hows:

Life insurance know hows: personal injury and illness Until you experience a serious injury or illness, it’s very easy to think that it’ll never happen to you. However there are... read more →
  • September 19, 2011
  • Harlan Marriott
  • Financial Advisor Newcastle

Critical Illness Facts

Life is full of risks. Some are preventable, some are avoidable and some are unforeseeable. You cannot predict what might happen. However, with critical illness insurance you can minimise the... read more →
  • March 7, 2011
  • Harlan Marriott
  • Financial Advisor

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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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