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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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  • Accounting Firm

Responsibilities of an executor

A good reminder for people who are asked to be executors for a will. This article outlines the extensive duties the executor must fulfill and suggests the use of professionals.... read more →
  • April 11, 2017
  • Harlan Marriott
  • financial advice

A legacy isn’t just about money

Basically, you can do whatever you like with your money while you’re alive. But what control do you have over your assets when you die? It’s an interesting thought that... read more →
  • July 23, 2015
  • Harlan Marriott
  • money

Estate planning for single parents

“Isn’t estate planning all about looking after the assets of the wealthy when they die? What has estate planning got to do with being a single parent?” Of course estate... read more →
  • July 19, 2015
  • Harlan Marriott
  • estate planning

Make sure your estate ends up in the right hands

Each year, large numbers of Australians die without a Will. As our lives become more complex, it is an oversight that can be as costly as it is heartbreaking. None... read more →
  • January 21, 2015
  • Harlan Marriott
  • estate planning, Financial Planning

A resolution for 2015: Estate planning

Estate planning can be a confronting and even upsetting activity, so it’s no wonder it’s something many people avoid. However, an up-to-date will and succession plan is crucial for looking... read more →
  • December 30, 2014
  • Harlan Marriott
  • estate planning

Wills and blended families

In recent years there has been a rise in the number of blended and stepfamilies within Australia. Figures from the Australian Bureau of Statistics showed that one in five families... read more →
  • November 14, 2013
  • Harlan Marriott
  • financial advice

Tips for making an effective Will

Here are four key issues to consider when establishing or reviewing a Will, accompanied by tips for making an effective Will. 1. Who should you appoint as your beneficiaries? While... read more →
  • July 1, 2013
  • Harlan Marriott
  • Financial Planning

Are You Sure Your Will Is Court Proof?

Recent court cases, where the judgements have gone against the deceased's wishes (even though the deceased had given logical and sound reasons for the decision), have highlighted a trend by... read more →
  • April 18, 2011
  • Harlan Marriott
  • Financial Advisor

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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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