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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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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

Do you really have to play big, to win big?

Achieving any goal in life usually involves starting with a plan. Investing is no different. One of the most important things to understand before you embark on an investment plan... read more →
  • July 10, 2015
  • Harlan Marriott
  • Wealth

Asset allocation to reduce risk

You have heard us talk about investment asset allocation or diversification, but we thought it might be a good idea to expand on that explanation to show you how it... read more →
  • November 18, 2014
  • Harlan Marriott
  • Investing Strategies

Tax and your children’s investments

Every parent wants the best for their child, so if you are in a position to invest money specifically for your children’s future, you should follow the same approach as... read more →
  • October 9, 2014
  • Harlan Marriott
  • Investing Strategies

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

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

Planning for success

If your footie team didn’t have one, they’d always be “wooden spooners”. You wouldn’t go on holiday without having one and you’d never have friends over for a barbie without... read more →
  • June 5, 2014
  • Harlan Marriott
  • Financial Planning

Giving the gift of compound interest

The first lesson most young children learn about money is what they can spend it on – lollies, games, the latest toy - but it’s a parent’s obligation to also... read more →
  • February 11, 2014
  • Harlan Marriott
  • financial advice

Time to reflect

Ready or not, the end of the year is fast approaching and now is the perfect time to start thinking about the year(s) ahead. In particular, this time of year... read more →
  • January 1, 2014
  • Harlan Marriott
  • Financial Planning

The Psychology of Retirement

Living the good life, retiring happy, wealthy and wise Retirement is a little like Clark Kent taking off the Superman suit. It’s peeling off an identity – from an industry,... read more →
  • September 10, 2013
  • Harlan Marriott
  • retirement

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Recent Post

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  • Investment Strategies For Your Super May 5, 2021
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  • What financial mistakes have you made? March 18, 2021
  • Economic Update March 9, 2021
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