Financial Planning Newcastle

About Us

Matthew McCabe is a financial planner with over 20 years of experience spanning top-tier accounting firms, big four banks, and one of Australia’s fastest-growing financial planning practices.

Matthew McCabe

Matthew’s vast experience provides him with the skills to understand and articulate your financial & lifestyle challenges with great clarity. He has the unique ability to explain often technical concepts in relatable language. Matthew makes the complex seem simple.

Matthew’s passion is listening to people’s stories, understanding what they need & supporting them, whilst knowing he has made a fundamental difference in their life.

Matthew holds a Graduate Diploma of Financial Planning, Diploma & Advanced Diploma of Financial Services.

If he isn’t at work, he is busy chasing around his two sons (the next generation of Newcastle Advisors)

Matthew is your local, trusted, Lake Macquarie financial planner & he looks forward to partnering with you to take control of your financial future.

Experience

Matthew McCabe is a financial planner with over 20 years of experience spanning top-tier accounting firms, big four banks, and one of Australia’s fastest-growing financial planning practices.

A few years ago, Matthew recognised that his clients would benefit from a more client-focused approach, free from the influence of big banks, corporations, and sales targets. Instead of leading with products, he focused on delivering strategic advice where investments and insurance became a by-product of the overall financial plan.

This vision inspired Matthew to establish Newcastle Advisors, a boutique firm dedicated to educating Australians and empowering them to make informed financial decisions. His impact has been felt by families nationwide, from Perth to Melbourne, Canberra, Darwin, the Sunshine Coast, Sydney, and his hometown of Newcastle.

Beyond running Newcastle Advisors, Matthew co-hosts The Supermen Podcast with fellow financial planner Lionel O’Mally. Together, they share their expertise to help Australians who may not have previously considered financial advice, simplifying the complex world of finance.

Our Testmonials

Empowering Australians to make informed financial decisions

Our passion is listening to people’s stories, understanding what they need & supporting them, whilst knowing we have made a fundamental difference in their life.

I came to Matthew & the team to discuss my personal superannuation fund and to also discuss the options that were available for my future financial planning. I had some financial problems and I was very impressed with the personalised professional service and advice given to me, and how Matthew has tailored this specifically to suit my situation and future needs. I felt very comfortable to put my finances in Matthew’s care and for him to guide me in the right direction. I thank Matthew for this as I have finally been able to relax and leave all my affairs in Matthew’s hands, in the full and comfortable knowledge that he is working for the benefit of us both; it is a win/win feeling and one that will allow me to happily recommend Matthew and the team to anyone who is interested in changing to a more reliable money manager, one who clearly cares about the individual customer and their needs. I have no hesitation in recommending Matthew’s services with complete trust and I look forward to a continued relationship with him.

Read More
Mark
Bolwarra Heights

Being self employed I knew I needed some type of insurance cover to protect myself. Matt & the team at Newcastle Advisors were able to identify exactly what I required so my family & I are protected against injury & illness

Read More
James
Belmont

My experience working with Matthew & the team at Newcastle Advisors was exceptional. They were very clear & thorough throughout the process & made it easy to understand. They outlined the different options & the pros & cons of each. I would highly recommend Newcastle Advisors to anyone interested in getting on top of their finances.

Read More
Rebecca
Newcastle

Newcastle Advisors were very easy to deal with, they went above & beyond – including delivering all paperwork personally. They quickly understood what we needed & explained things in an ‘easy to understand’ language. We appreciated how they kept us informed every step of the process & never left anything unexplained. Would highly recommend Newcastle Advisors to anyone.

Read More
Ross & Lisa
Boolaroo

Trying to navigate the world of finance alone can be a minefield. Our role is to simplify the complex and help you take control of your financial future.

Our role is to block out the noise and get you to focus on your specific financial situation, so you can take control of your financial future.

Newcastle Advisors was built for people who carry responsibility quietly. We believe good advice should reduce stress, not create it.

Our passion is listening to people’s stories, understanding what they need & supporting them, whilst making a fundamental difference in their life.

We are genuine, caring and professional. Our honest, positive and friendly nature makes clients from all walks of life feel immediately at ease.

We are focused on delivering strategic advice where investments and insurance became a by-product of the overall financial plan.

Our vast experience provides us with the skills to understand and articulate your financial and lifestyle challenges with great clarity.

Get started and apply today

Take control of your financial future

To apply to become a Newcastle Advisor client and understand how we can support you, please get in contact with us today.

The TPD Playbook – Free

Get your free TPD Playbook by filling out the form below!