Investing for retirement

Hoping to retire in the next 5-10 years? Do you know the actual amount you need to survive without your current income – let alone live comfortably? There’s a lot of conflicting advice out there, and you won’t find a simple answer online. It depends on your existing wealth and what your financial goals are for your retirement.

How much do you need to retire?

Working out how much is enough for retirement depends on a plethora of factors, such as your lifestyle, plans for the future and the number of years you’ll spend retired.

Smart ways to make the best of your super

If you have worked hard to build a nest egg to enjoy later in life, it is not enough to just let superannuation take care of your future.

There are things you need you need to consider, to ensure you get the best out of your retirement. Speak to your Newcastle Financial Planner for more details.

What is a financial planner?

A Newcastle Financial Planner is your personalised GPS.

They both find out where you are, find where you want to go and make a plan to get you to your destination.

Widowed or divorced?

Know where you stand today & what you want for the future.

Take control

Are you the Chief Financial Officer (CFO) of your household?

It is common for couples who have been together for many years to assign roles & responsibilities for the management of the household & one of those roles is the management of the family’s finances.

Are you retirement ready?

Do you have a plan?

Events over the past few weeks have highlighted the benefits of having a plan. With those without a plan acting from a place of fear.

Shorter than your average Bear?

It is clear from the data that “Event Driven” bear markets tend to be shallower, shorter, and recover faster than average bear markets.

On face value the current COVID-19 led bear market would classify as an Event Driven bear.

Our online financial advice offering is designed to help those who are looking for a financial planner online. With technology distance is no barrier to expert financial planning advice

Whether you are in Sydney, Melbourne, Brisbane, Perth, Newcastle or elsewhere in Australia, our online financial planning advisors can help you with the personalised financial advice that you need.

Matthew McCabe - Newcastle Financial Planner

For Matthew McCabe, a desire to help people has always been the number one goal. Since joining the team at Newcastle Advisors, Matthew has been able to set this goal in motion by providing financial support to an array of Hunter clients.

IS YOUR SUPER FUND LEAVING YOU EXPOSED?

Whatever your circumstances, ensure you understand your situation & the consequences of the actions you take.

Managing the Financial Impacts of Coronavirus

Financial advice is relevant to almost everyone at many significant stages of life. And that includes the uncertainty of the current global pandemic.

NEWCASTLE FINANCIAL PLANNERS

Newcastle Advisors is a full service financial advisory firm focused on helping the people of Newcastle grow and secure their wealth. We believe that everyone can benefit from some form of financial advice. Whether it be to improve circumstances or to overcome challenges, we will work with you to better your financial outlook.