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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
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Investment Strategies For Your Super

Your super returns may be doing ok, but could they be better? Being actively involved in how and where your super is invested, could make a real difference to your... read more →
  • May 5, 2021
  • Harlan Marriott
  • No Comments
  • financial advice, Financial Advisor, Financial Advisor In Newcastle, Investing Strategies, investment, superannuation

Super in your 60s. It’s still not too late!

For most Australians, their 60s is the decade that marks retirement. For some this means a graceful slide into a fulfilling life of leisure, enjoying the fruits of a lifetime... read more →
  • December 14, 2019
  • Harlan Marriott
  • superannuation

The new super rules contain some good news

The 2017 superannuation changes provide new opportunities for you to finance the cost of your life insurance needs. The 10 percent rule is history! This rule prevented employees making additional... read more →
  • September 7, 2017
  • Harlan Marriott
  • Financial Planning

Time to rethink your super strategy?

Imagine you were starting your career all over again. You have your whole working life in front of you. How would you set up your financial affairs? The superannuation system... read more →
  • June 27, 2017
  • Harlan Marriott
  • Financial Planning, Super

Important points to consider during your 50s

For many people, the decade between ages 50 to 60 represents a time of significant change. Some changes may be welcome, while others may be more difficult to manage. Either... read more →
  • November 16, 2015
  • Harlan Marriott
  • Financial Planning

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

When was your last financial review?

The months seem to fly past in a blink of an eye with another new financial year on the horizon again – it’s almost another financial year gone!   Almost... read more →
  • June 5, 2015
  • Harlan Marriott
  • financial advice

No changes to Super caps

There will be no changes to the super contributions caps for the 2015/16 year.  Limits will remain the same as last year: Concessional (before tax) contribution cap (age as at 30... read more →
  • June 3, 2015
  • Harlan Marriott
  • Super

Will there always be an age pension?

With all of the talk about the need to be self-sufficient in retirement it’s not surprising that many people assume that the government-funded age pension will be phased out altogether... read more →
  • October 13, 2014
  • Harlan Marriott
  • age pension
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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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