Partnerships
Frequently Asked Questions
We help your clients make smarter financial decisions.
Why would I refer my clients to you?
The financial planners of Newcastle Advisors have been in the financial planning profession since 2005, supporting clients through the Global Financial Crisis (GFC) & the recent Global Pandemic, to become one of Newcastle’s leading financial planners.
At Newcastle Advisors we are committed to providing support to your clients to ensure they make the right financial decisions so they can live life on their terms.
We take the time to understand where your clients want to go & ensure they understand the options to get there.
Our team are able to help you achieve your goals, no matter what stage of life your clients are at or what their goals are.
Newcastle Advisors are knowledgeable, experienced and passionate about helping the people of the Hunter take control of their financial future.
Our clients trust our firm & advice, therefore they will trust our referrals – what can you offer them to build on this trust?
Based on the knowledge & experience of Newcastle Advisors you can feel confident that the services offered & approach taken to your clients will build on the trust you have developed with them over time.
Our reporting mechanisms & feedback that we instigate with all our referral partners will ensure you are kept up to date with the referral’s progress. This ensures you are fully informed of the referral’s experience with our practice.
What will you do to help grow my clients business & do the right thing by my client?
Our advisors take the time to understand what’s important to our clients & tailor a financial plan to suit their individual circumstances & financial goals.
A simple step by step approach is undertaken with each new client.
The process for each client is as follows:
A meeting is undertaken to discuss the areas of financial planning the client needs advice on & scope what areas of advice that we will focus on
Information is collected & the cost of advice is discussed up-front
The client’s goals & current financial position are clearly defined.
The best options in light of their financial position are considered & written recommendations are provided.
We discuss & agree upon those recommendations
We show the client how to take advantage of the features & benefits of financial strategies & products.
Our recommendations are implemented.
Before we provide any financial advice the client will receive a copy of our Financial Services Guide which details what services we may offer & the detailed costs.
We discuss ongoing service options with clients to ensure they receive a service package that is going to support their ongoing needs.
We help the client to stay motivated & focused to reach their financial goals.
Before we get started, we let the client know any costs up front & the payment options (whether they will be paying personally, via a business or via superannuation).
How & when would you communicate the progress of the referral?
You will receive regular updates outlining the progress of the referral’s case. The frequency of the updates will be agreed with you upfront. In addition, you will receive a summary of the outcome of the referral’s case.
How do you differentiate your business practices so that my client will receive better service from your business rather than an alternative?
Our practice is service orientated & focused on providing tailored solutions designed to make individuals make better financial decisions. We focus on developing excellent working relationships with our clients to provide complete, holistic financial planning advice rather than using a standard one-size fits all solution. Newcastle Advisors is committed to providing personalised client service & professional, tailored advice.
Our team are experienced financial planning specialists, providing you with the confidence that your clients will receive the highest quality service.
What are your client values & how do you rate client service?
Our client values are simple, in that we are focused on inspiring & supporting our clients to take action to ensure they are in control of their financial future. Our staff are committed to ensure that clients are valued. We turn the complex into the simple & proactively communicate with our clients to maintain close, long term relationships. This is underpinned by trust & loyalty creating an environment where clients become advocates.
When is financial advice needed most?
Our Newcastle Advisors are able to help your clients achieve their goals, no matter what stage of life they are at or what their goal is.
Some examples of when our advice is most needed are when your clients are:
planning to get married,
getting divorced,
starting a family,
saving for a property deposit,
buying a property,
looking for a job,
starting your own business,
expanding your business,
funding your children’s education,
get promoted at work and are paying more tax,
struggling to repay debt,
looking to streamline and simplify your financial affairs,
needing to consolidate debt,
worried about the financial security of your family.
What services can you provide?
Wealth Creation & Investment Planning
Cashflow / Budgeting Plans
Insurance Advice
Business Insurance Advice
Mortgage Repayment Advice
Investment Property Advice
Superannuation Advice
Retirement Planning
Self-Managed Super Funds
Investment Property Through Super Advice
Centrelink or Age Pension Advice
Aged Care Advice
Estate Planning Advice
Contact our team to arrange a coffee to discuss partnership opportunities.
Are you an accountant looking for a partnership with a financial planner in Newcastle? Are you an accountant looking for a partnership with a financial planner in Lake Macquarie? Are you an accountant looking for a partnership with a financial planner in the Hunter Valley?
Are you a business coach looking for a partnership with a financial planner in Newcastle? Are you a business coach looking for a partnership with a financial planner in Lake Macquarie? Are you a business coach looking for a partnership with a financial planner in the Hunter Valley?
Are you a lawyer looking for a partnership with a financial planner in Newcastle? Are you a lawyer looking for a partnership with a financial planner in Lake Macquarie? Are you a lawyer looking for a partnership with a financial planner in the Hunter Valley?
Are you a mortgage broker looking for a partnership with a financial planner in Newcastle? Are you a mortgage broker looking for a partnership with a financial planner in Lake Macquarie? Are you a mortgage broker looking for a partnership with a financial planner in the Hunter Valley?
Are you a real estate agent looking for a partnership with a financial planner in Newcastle? Are you a real estate agent looking for a partnership with a financial planner in Lake Macquarie? Are you a real estate agent looking for a partnership with a financial planner in the Hunter Valley?
Are you a tax agent looking for a partnership with a financial planner in Newcastle? Are you a tax agent looking for a partnership with a financial planner in Lake Macquarie? Are you a tax agent looking for a partnership with a financial planner in the Hunter Valley?
Are you an accountant looking for a referral relationship with a financial planner in Newcastle? Are you an accountant looking for a referral relationship with a financial planner in Lake Macquarie? Are you an accountant looking for a referral relationship with a financial planner in the Hunter Valley?
Are you a business coach looking for a referral relationship with a financial planner in Newcastle? Are you a business coach looking for a referral relationship with a financial planner in Lake Macquarie? Are you a business coach looking for a referral relationship with a financial planner in the Hunter Valley?
Are you a lawyer looking for a referral relationship with a financial planner in Newcastle? Are you a lawyer looking for a referral relationship with a financial planner in Lake Macquarie? Are you a lawyer looking for a referral relationship with a financial planner in the Hunter Valley?
Are you a mortgage broker looking for a referral relationship with a financial planner in Newcastle? Are you a mortgage broker looking for a referral relationship with a financial planner in Lake Macquarie? Are you a mortgage broker looking for a referral relationship with a financial planner in the Hunter Valley?
Are you a real estate agent looking for a referral relationship with a financial planner in Newcastle? Are you a real estate agent looking for a referral relationship with a financial planner in Lake Macquarie? Are you a real estate agent looking for a referral relationship with a financial planner in the Hunter Valley?
Are you a tax agent looking for a referral relationship with a financial planner in Newcastle? Are you a tax agent looking for a referral relationship with a financial planner in Lake Macquarie? Are you a tax agent looking for a referral relationship with a financial planner in the Hunter Valley?