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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

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

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

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

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

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

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

Australians need a little help to battle the bulge

  If you’ve been keeping up with news lately you’d hardly be surprised to notice that Australia is facing a preventable health crisis with two in three of us currently... read more →
  • December 5, 2014
  • Harlan Marriott
  • Lifestyle

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

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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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