Financial Advice for Tradies in Newcastle

Financial Advice for tradies in Newcastle, whether you are self employed or salaried,

we can sort your finances out!


OUR SERVICES


For self-employed tradies:

X Insurance for you & your business

X Wealth & investment strategies

X Superannuation strategies

X Lending & finance solutions

X Cashflow

X Retirement planning


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For tradies on salary/wage:

X Income protection & life insurance

X Wealth & Investment strategies

X Superannuation set-up & consolidation

X Home loans & car loans

X Cashflow & budgeting advice


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“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.

In addition, when my existing lender would not answer my calls & move my van loan from my individual name to my company, the team at Newcastle Advisors were able to step in & sort it out quickly, refinancing my van at a cheaper rate.”

— JAMES - BELMONT



We understand tradies.

We come from a family of tradies, ensuring we understand the financial pressures & challenges you face.

Finding a team of qualified financial experts that understand tradies, isn’t easy.

We are here to help you.


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HOW WE HELP


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WE DO THE HARD WORK FOR YOU

Whether you want to review your super structure, compare your current insurance policies, or review your loans, we will do all the hard work for you.


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AVAILABLE ANYWHERE, ANYTIME

We offer home, work or site visits.

We are also available 24/7 via phone, Zoom & email.

We make it easy to do business & pride ourselves on getting the best outcomes for our clients.


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WE ARE YOUR ONE-STOP SHOP

All your financial needs, advice, strategies & services in one place.

Leverage our local team of experts to ensure you are on the right track to grow & secure your wealth.


GET IN TOUCH


We are always happy to meet new people, whether it’s in our office, at your home or meeting at your work. Get in touch to understand your options.



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Are you a tradie that has had your accountant establish an asset company, bucket company or even a family trust to move money out of your trading company to invest, grow & protect your wealth? Is your accountant qualified to provide you with the advice to invest & grow your wealth? Does your accountant have the time to invest & manage your investments & financial plan?

Matthew McCabe