What are Some Investment Options Outside of Super?
When it comes to investing, you have two options – inside or outside of super.
Super, being a longer-term investment designed to fund your retirement, comes with a number of advantages such as being lightly-taxed but does have some constraints including not being able to access your super, generally, until you have reached retirement.
While super is a popular option for many, there are also a number of investment options to consider outside of super – you just need to find a mix that fits your needs.
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What is the process when you seek personal financial advice?
For personal financial advice, either on specific needs or looking at the whole picture, we will take you through a 4 step process.
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Why it's time to review your financial goals & portfolio
As we enter a new financial year, it's a good time to review your investments & set yourself up to meet your 2020-21 goals. Your investment portfolio should never be set & forget.
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Warners Bay Financial Planners
Looking for a financial planner in Warners Bay?
Speak to the team at Newcastle Advisors to understand your options & take control of your financial future.
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Partnerships
Frequently Asked Questions (FAQ) from our Referral Partners
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.
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Are you an employer of choice?
Are you an employer of choice?
An employer of choice is an employer that offers fantastic work culture, workplace environment & employee benefits that attracts & retains superior employees. Have you considered financial advice as an employee benefit?
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Why should you review your life insurance?
Why should you review your life insurance?
Your life is ever-changing; from the exciting time you are buying your first home to the moment you are starting a family. Throughout this continual change in your life’s priorities and financial responsibility, it’s important to consider how you and your loved ones are protected, so you can keep living the life you love.
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Who gets your super?
Superannuation is not an estate asset; on death it does not automatically flow to the estate of the deceased.
Understand your options & the consequences of your decisions.
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What do Novocastrians want financial advice on?
What do Novocastrians want financial advice on? Investments, retirement, superannuation and cash flow. These are the financial issues that keep Australians awake at night. Here we look at how your Newcastle financial adviser can assist you in these areas.
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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!
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Cardiff Financial Planner
Looking for a financial planner in Cardiff? Speak to the team at Newcastle Advisors to understand your options.
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End of Financial Year Tips
As we approach the end of the financial year, there are a few things you can do to boost your wealth and save tax if you take action before 30 June.
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Why it’s important to hold your nerve when the market drops
Why it’s important to hold your nerve when the market drops.
It can be easy to make knee-jerk decisions, but rash short-term thinking can often be counterproductive.
Cutting your losses and moving your holdings into cash may seem a tempting option at this point. The emotion is understandable – no one likes to lose money – but allowing it to drive your decision making may not serve you well in the longer term.
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I don't want to be a Karen
I don’t want to be a Karen.
Markets have recovered after previous downturns in history, and they are likely to recover this time as well. When that happens, the winners will be those who take a calm and considered approach, by seeking advice from the financial planners at Newcastle Advisors.
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Sensible financial behaviours for uncertain times
As we work through the economic fallout from COVID-19, it’s natural to be jittery about your financial position. While market volatility and employment uncertainty can be disconcerting, there are some behaviours you can adopt to help build financial resilience.
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Economic and market update - June 2020
Many countries are now starting to shift from the lockdown and isolation measures that have flattened infection curves to managing the first steps to re-opening economies. Markets will be watching closely to determine which countries are better able to manage this next phase.
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Is the Super System Broken?
Is the superannuation system broken?
Over the past few months we have seen many “commentators” express their views that the superannuation system is broken & needs to be fixed or even dismantled.
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Planning is essential to recovery from redundancy
Planning is essential to recovery from redundancy
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Aged Care Advice
5 questions you need answered when entering aged care.
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East Maitland Financial Planner
Looking for a financial planner or financial adviser in East Maitland?
Newcastle Advisors is the leading financial planning firm in East Maitland.
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