Don't keep us a secret!

Don’t keep is a secret!

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Do you know that being referred by a friend or colleague is the most popular way to find a new financial adviser? 

“Who do I trust?” is the major question in the financial services industry. Yet advertising, the internet and the Yellow Pages fail to answer this question. Only a referral provides this critical information when your friends, family or colleagues are seeking a financial adviser of their own. This is why referrals are so important in this industry – particularly in times of a global pandemic, with volatile markets and uncertain economic conditions. Maybe you know people who…

Might need a helping hand?

  • Too busy to deal with finances themselves

  • Not "financially savvy" and would appreciate some education

  • Have asked you about your investment activities

  • Are looking to start investing, but unsure where to begin

  • Talks about "getting into the market" but always too busy

Are seeking a new adviser?

  • Might be upset or distressed by market downturn

  • Have complained about bad previous financial advice

  • Complains current financial adviser has “gone missing”

  • Says they are unsure about the market and what to do next

  • Mentioned unhappiness with current financial advice

Have a specific issue to address?

  • Recent promotion or career change

  • Recently received an inheritance or redundancy payment

  • Are about to sell an investment property

  • Undergoing family changes - marriage, divorce, children

  • Recently started - or sold - a business

Are talking about retirement?

  • "Empty nesters" with adult children

  • Talks about having to work longer or retire later

  • Have mentioned "having to cut back" in retirement

  • Talks about helping their kids get established

  • Are thinking about a "sea change"

Do these profiles remind you of any of your friends, family or colleagues?

If you or someone you know are looking for Newcastle Financial Planners or Newcastle Financial Advisers please contact Newcastle Advisors to see if we might be the right financial adviser for your family or friends. 

If you do know someone who might be interested in learning more about our services, our Referral Policy means that:

  • All our discussions and business dealings are confidential          

  • We like to avoid surprises and would ask you to contact your friend first  

  • We are best placed to help people who sound like the above profiles

  • All referrals are initially met with a “no expectations, no obligations” informal discussion



Matthew McCabe