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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 role of dividends

A very good short article that reminds share market investors of the role dividends play. This can provide comfort to our readers when share markets are particularly volatile. When we... read more →
  • February 15, 2017
  • Harlan Marriott
  • Financial Planning, Newcastle Investing Advice

Capital gains at end of financial year

The end of financial year is a good time to think about your capital gains and losses for the year. Timing and planning are everything when it comes to minimising... read more →
  • May 20, 2015
  • Harlan Marriott
  • CGT

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

Equity markets offer both opportunities and risk

Despite the revival in world equity markets over the past six months, its renewed optimism is still very fragile.  It seems it doesn’t take much to shake markets, and recent... read more →
  • August 1, 2013
  • Harlan Marriott
  • Wealth

Borrowing Strategies for a SMSF

SMSF members wanting to expand their investment portfolio are able to borrow money through their SMSF to purchase these assets. Assets available to an SMSF include property, as well as... read more →
  • July 1, 2013
  • Harlan Marriott
  • Self Managed Super Funds

Exchange Traded Funds (ETF’s)

ETF Fundamentals Exchange traded funds (ETFs) are one of the fastest growing investment instruments in the world because they offer investors a cost effective way to gain exposure to a... read more →
  • June 6, 2012
  • Harlan Marriott
  • Financial Advisor Newcastle

The tax-effectiveness of dividend streams

The Hawke-Keating era is renowned for its micro economic reforms. Next year will mark the 25th anniversary of one of the most significant changes for share investors – the end... read more →
  • February 1, 2012
  • Harlan Marriott
  • Financial Advisor Newcastle, 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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