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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
  • Contact
  • Accounting Firm

How’s your budget – surplus or deficit?

Each year in early May, the Treasurer delivers the Federal Budget and many people across Australia listen intently. The Budget tells us how the government intends to spend its revenue... read more →
  • August 29, 2015
  • Harlan Marriott
  • budget

Take advantage of the NOW!

After Kylie completed university and had landed a well-paying job, her only plan was to enjoy her new financial freedom. She had living to do – the future was a... read more →
  • August 23, 2015
  • Harlan Marriott
  • financial advice

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

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

Plan your future – Take advantage of the NOW!

Many young people in the X and Y Generations are earning excellent incomes but have little savings, excessive debt and consider the future too distant to be of concern. This... read more →
  • November 3, 2014
  • Harlan Marriott
  • Financial Planning

Building wealth a little at a time

One of the principles of successful investing and building wealth is to make regular contributions – in this way, you buy when asset prices are low and you also buy... read more →
  • October 2, 2014
  • Harlan Marriott
  • Wealth

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

Happy New Financial Year

Everyone thinks about change and making resolutions when the calendar year ends but what about the financial year end? The new financial year is a perfect time to make some... read more →
  • July 26, 2013
  • Harlan Marriott
  • Financial Planning

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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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