For personal financial advice, either on specific needs or looking at the whole picture, we will take you through a 4 step process.

1. Understanding your current situation and goals

In getting to know you, your Newcastle financial planning adviser will ask you questions about your current financial situation and budget, including:

What's important to you and your family?
What are your most urgent needs?
What would you like to achieve in the future?
What's your attitude towards investing?
Who else do we need to consider in creating your plan? (e.g. spouse, family members, business partners, etc.)
What other issues do we need to consider?

2. Recommended strategies and financial advice

Your Newcastle financial planning adviser will create a set of strategies to help you to meet the financial and lifestyle goals you discussed in your first meeting. These strategies may cover:

Wealth creation and investing.
Superannuation and retirement planning.
Wealth protection.
Estate planning.

3. Implementing your financial plan

You and your Newcastle financial planning adviser will agree the strategies that will be put into practice. This may involve:

Setting up new investments or transferring existing ones.
Consolidating superannuation accounts.
Establishing regular super contributions.
Putting in place wealth protection policy.

4. Keeping you on track

We can help you stay focused on your goals and keep your plan on track as your life changes.

We can give you options for ongoing advice and support. If you choose to have an ongoing arrangement, as part of this, your adviser can send you personalised reports to help you keep track of your investments.

BOOK FREE CONSULTATION

We do the hard work for you

Whether you want to review your super structure, compare your current insurance policies, or create a financial plan to grow & secure your wealth,

we’ll do all the hard work for you.

Available anywhere, anytime

We offer home or work visits. We are available 24/7 via phone, zoom & email.
We make it easy to do business & pride ourselves on getting the best outcomes for our clients.

We are your one-stop shop

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

Leverage our local team of experts & professionals.

BOOK ONLINE

Our Newcastle financial planners also have offices in Sydney and help clients across the local areas including Newcastle Financial Planning(Merewether financial planning, The Junction financial planning, The Hill financial planning, Bar Beach financial planning, Newcastle West financial planning, Hamilton financial planning, Adamstown financial planning, Redhead financial planning, Whitebridge financial planning, Kotara financial planning, New Lambton financial planning, Mayfield financial planning), Maitland Financial Planning (Morpeth financial planning, Lorn financial planning, Rutherford financial planning, Aberglasslyn financial planning, Metford financial planning, Beresfied financial planning), The bay (Medowie financial planning, Fern Bay financial planning, Fullerton Cove financial planning, Anna Bay financial planning, Nelson Bay financial planning, Shoal Bay financial planning, Tea Gardens financial planning, Hawks Nest financial planning), Lake Macquarie Financial Planning (Cardiff NSW financial planning, Glendale financial planning, Speers Point financial planning, Fennell Bay financial planning, Bolton Point financial planning, Coal Point financial planning, Toronto financial planning, Valentine financial planning, Belmont financial planning, Eleebana financial planning, Warners Bay financial planning, Caves Beach financial planning), Hunter Valley Financial Planning (Muswellbrook financial planning, Scone financial planning, Pokolbin financial planning, Cessnock financial planning, Singleton financial planning, Broke financial planning, Rothbury financial planning), Central Coast Financial Planning (The Entrance financial planning, Bateau Bay financial planning, Berkeley Vale financial planning, Tuggerah financial planning, Wamberal financial planning, Terrigal financial planning, Erina financial planning, Avoca financial planning, Gosford financial planning, Woy Woy financial planning, Picketts Valley financial planning) & Sydney Financial Planning (Castle Hill Financial Planning, Rouse Hill Financial Planning, Dulwich Hill financial planning).

Looking for a Financial planner or a Financial adviser in Newcastle, Looking for a Financial planner or a Financial adviser in Merewether, Looking for a Financial planner or a Financial adviser in The Junction, Looking for a Financial planner or a Financial adviser in Maitland, Looking for a Financial planner or a Financial adviser in Nelson Bay, Looking for a Financial planner or a Financial adviser in Hunter Valley, Looking for a Financial planner or a Financial adviser in Central Coast, Looking for a Financial planner or a Financial adviser in Lake Macquarie, Looking for a Financial planner or a Financial adviser in Warners Bay, Looking for a Financial planner or a Financial adviser in Sydney, Looking for a Financial planner or a Financial adviser in Castle Hill, Looking for a Financial planner or a Financial adviser in Rouse Hill, Looking for a Financial planner or a Financial adviser in Northern Beaches, Looking for a Financial planner or a Financial adviser in Central West, Looking for a Financial planner or a Financial adviser in Grenfell, Looking for a Financial planner or a Financial adviser in Coffs Harbour, Looking for a Financial planner or a Financial adviser in Grafton, Looking for a Financial planner or a Financial adviser in Port Macquarie, Looking for a Financial planner or a Financial adviser in Dulwich Hill, Looking for a Financial planner or a Financial adviser in Bondi, Looking for a Financial planner or a Financial adviser in The Entrance, Looking for a Financial planner or a Financial adviser in Terrigal, Looking for a Financial planner or a Financial adviser in Gosford, Looking for a Financial planner or a Financial adviser in Woy Woy, Looking for a Financial planner or a Financial adviser in Singleton, Looking for a Financial planner or a Financial adviser in Coal Point.

Best financial planning in Newcastle, Best financial planning in Merewether, Best financial planning in The Junction, Best financial planning in Maitland, Best financial planning in Nelson Bay, Best financial planning in Hunter Valley, Best financial planning in Central Coast, Best financial planning in Lake Macquarie, Best financial planning in Warners Bay, Best financial planning in Sydney, Best financial planning in Castle Hill, Best financial planning in Rouse Hill, Best financial planning in Northern Beaches, Best financial planning in Central West, Best financial planning in Grenfell, Best financial planning in Coffs Harbour, Best financial planning in Grafton, Best financial planning in Port Macquarie, Best financial planning in Dulwich Hill, Best financial planning in Bondi, Best financial planning in The Entrance, Best financial planning in Terrigal, Best financial planning in Gosford, Best financial planning in Woy Woy, Best financial planning in Singleton, Best financial planning in Coal Point.

Best financial planner in Newcastle, Best financial planner in Merewether, Best financial planner in The Junction, Best financial planner in Maitland, Best financial planner in Nelson Bay, Best financial planner in Hunter Valley, Best financial planner in Central Coast, Best financial planner in Lake Macquarie, Best financial planner in Warners Bay, Best financial planner in Sydney, Best financial planner in Castle Hill, Best financial planner in Rouse Hill, Best financial planner in Northern Beaches, Best financial planner in Central West, Best financial planner in Grenfell, Best financial planner in Coffs Harbour, Best financial planner in Grafton, Best financial planner in Port Macquarie, Best financial planner in Dulwich Hill, Best financial planner in Bondi, Best financial planner in The Entrance, Best financial planner in Terrigal, Best financial planner in Gosford, Best financial planner in Woy Woy, Best financial planner in Singleton, Best financial planner in Coal Point.

Looking for a Financial planner in Newcastle, Looking for a Financial planner in Merewether, Looking for a Financial planner in The Junction, Looking for a Financial planner in Maitland, Looking for a Financial planner in Nelson Bay, Looking for a Financial planner in Hunter Valley, Looking for a Financial planner in Central Coast, Looking for a Financial planner in Lake Macquarie, Looking for a Financial planner in Warners Bay, Looking for a Financial planner in Sydney, Looking for a Financial planner in Castle Hill, Looking for a Financial planner in Rouse Hill, Looking for a Financial planner in Northern Beaches, Looking for a Financial planner in Central West, Looking for a Financial planner in Grenfell, Looking for a Financial planner in Coffs Harbour, Looking for a Financial planner in Grafton, Looking for a Financial planner in Port Macquarie, Looking for a Financial planner in Dulwich Hill, Looking for a Financial planner in Bondi, Looking for a Financial planner in The Entrance, Looking for a Financial planner in Terrigal, Looking for a Financial planner in Gosford, Looking for a Financial planner in Woy Woy, Looking for a Financial planner in Singleton, Looking for a Financial planner in Coal Point.

Looking for financial planning advisers in Newcastle, Looking for financial planning advisers in Merewether, Looking for financial planning advisers in The Junction, Looking for financial planning advisers in Maitland, Looking for financial planning advisers in Nelson Bay, Looking for financial planning advisers in Hunter Valley, Looking for financial planning advisers in Central Coast, Looking for financial planning advisers in Lake Macquarie, Looking for financial planning advisers in Warners Bay, Looking for financial planning advisers in Sydney, Looking for financial planning advisers in Castle Hill, Looking for financial planning advisers in Rouse Hill, Looking for financial planning advisers in Northern Beaches, Looking for financial planning advisers in Central West, Looking for financial planning advisers in Grenfell, Looking for financial planning advisers in Coffs Harbour, Looking for financial planning advisers in Grafton, Looking for financial planning advisers in Port Macquarie, Looking for financial planning advisers in Dulwich Hill, Looking for financial planning advisers in Bondi, Looking for financial planning advisers in The Entrance, Looking for financial planning advisers in Terrigal, Looking for financial planning advisers in Gosford, Looking for financial planning advisers in Woy Woy, Looking for financial planning advisers in Singleton, Looking for financial planning advisers in Coal Point.

What is the process when you seek personal financial advice?