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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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Transitioning into retirement

If you’re nearing retirement age but don’t want to stop work entirely, another option might be to transition into retirement. For those over 60, Transition to Retirement (TTR) pensions are... read more →
  • October 24, 2019
  • admin
  • No Comments
  • Financial Advisor, Financial Planning

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

Approaching retirement – protect your plans

You have taken a long and varied pathway to get where you are, but you have finally reached that point in your life where you are confident about who you... read more →
  • January 13, 2016
  • Harlan Marriott
  • Financial Planning

Why franking credits are important for retirees

Many of you will have seen the term franking credit appear on your share dividend statements, but what does a franking credit actually mean and how you can benefit? What... read more →
  • January 6, 2016
  • Harlan Marriott
  • Financial Planning

Control your retirement income

              When you retire, there are different financial factors to consider because you are no longer receiving income from employment. Adverse market movements can... read more →
  • October 22, 2015
  • Harlan Marriott
  • retirement

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

Protecting your entire family

You’ve saved hard to build your retirement nest egg. You should be able to spend the money on a well-earned relaxing lifestyle. But all this could be put at risk... read more →
  • February 24, 2015
  • Harlan Marriott
  • Insurance

Five pre-retirement super traps you should avoid

Is your retirement just around the corner? Then it’s time to make your super work harder by avoiding these common pre-retirement super traps and start planning. 1. Outdated investment strategies... read more →
  • January 15, 2015
  • Harlan Marriott
  • retirement

Living long – Living well

Australia’s population is an ageing population. In 2007, 13 per cent of Aussies were aged 65 and over and by 2056 this figure will be close to 23 per cent... read more →
  • January 5, 2015
  • Harlan Marriott
  • retirement
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