The best financial planning Lake Macquarie locals can trust
Lake Macquarie is thriving, filled with opportunities for both lifestyle and business all around the lake.
When it comes to financial planning Lake Macquarie locals come to Newcastle Advisors. We are locals ourselves and our experience in the local community gives us a unique understanding of the right services that will support both individuals and businesses in the Lake Macquarie area.
Lake Macquarie Financial Planners
Our Lake Macquarie Financial Planning Advisors provide simple, tailored financial advice to help people from Lake Macquarie experience financial freedom.
Our services to the people of Lake Macquarie include:
- superannuation / retirement advice
- cashflow
- debt repayment strategies
- investment advice
- family protection / insurance
- estate planning
Take control of your finances & take control of your time.
Lake Macquarie Advice
With financial planning, many Lake Macquarie locals need to trust their advisors can support them with every stage in their financial life.
At Newcastle Advisors, we support Lake Macquarie locals over their entire financial life, from the early stages of purchasing their first home, to protecting their family, building their financial security, and ultimately planning their retirement.
Many Lake Macquarie locals, rely on our financial planning advisors to be there each step of their life.
The financial planning Lake Macquarie locals can trust
With our decades of experience, we are there to service your financial needs.
Our goal is to add significant value to your situation through our advice and support.
Stop Worrying
About whether you will have enough for your retirement.
No one wins a game of chess by only moving forward.
Sometimes you have to move backward to put yourself in a position to win.
The same is true of financial planning.
Because sometimes, when it feels like you’re running into one dead end after another, it’s actually a sign that you’re not on the right path. Maybe you were meant to hang a left back when you took a right, and that’s perfectly fine.
Our Lake Macquarie Financial Planners are your personalised GPS, guiding you to a secure financial future.
Matthew McCabe
Lake Macquarie Financial Planning Advisor
For over 15 years, Matthew has been helping people (like you) make informed, smart decisions about their financial future.
Running his own financial planning practice allows him to provide personalised, tailored financial advice to ensure people are able to take control of their finances and gain control of their time.
Matthew provides his clients with peace of mind.
Poor advice can result in a life of compromise & uncertainty.
As a qualified, experienced Lake Macquarie financial planner, Matthew thrives on utilising his vast experience, which includes supporting people through the Global Financial Crisis & most recently the Global Pandemic, to ensure his clients avoid making mistakes that could cost them their ideal retirement.
Contact our Lake Macquarie financial planners for financial advice on 02 4963 1863.
We help you make smarter financial decisions.
We take the time to understand where you want to go & ensure you understand your options to get there.
Financial planning is an ongoing process & every step is very important as it allows your Lake Macquarie financial planners to fully understand your situation, desired outcomes and provide you with the best guidance. This will give you confidence to move forward in life regardless of its challenges and uncertainties and create a healthy money mindset for life.
Knowledge
You will receive information & education to ensure you understand your options.
Education that provides you with the confidence to make an informed decision to ensure you retire on your terms.
Experience
Our dedicated team have decades of experience in supporting couples, families & retirees achieve their desired lifestyle.
Freedom
We support you to financially transform your life.
Join people just like you who now have a clear pathway to financial freedom & have retired on their terms.
Our Areas of Financial Advice
There is no substitute for experienced assistance when it comes to establishing the strategies that will enable you to achieve and exceed your goals.
For 15 years our Lake Macquarie Financial Advisors have offered clients specialised financial planning advice across a variety of areas that has enabled them to establish, maintain and enjoy their full financial potential.
We have specialist Lake Macquarie financial planning advisers who are knowledgeable, experienced and passionate about the following areas:
Debt & cashflow specialist
- Advanced Budgeting & Cash flow strategies
- Accelerated Debt reduction strategies
- Debt structuring
- Borrowing to invest
- Margin lending
Taxation Specialist
- Tax minimisation solutions
- Capital gain management
Personal Protection specialist
- Personal insurance
- Personal asset protection
- Lifestyle protection strategies
- Estate planning strategies
- Structuring assets appropriately
Business Protection specialist
- Business insurance
- Business asset protection
- Business succession planning
Superannuation Specialist
- Personal superannuation
- Self managed superannuation
- Business superannuation strategies
- Retirement income streams
- Centrelink maximisation strategies
Wealth creation specialist
- Children’s education plans
- Managed fund investments
- Shares
- Property
In almost everything we do, money is a factor…
Our Lake Macquarie financial planners are able to help you achieve your goals, no matter what stage of life you’re at or what your goal is.
Our advice is most needed when you are:
- planning to get married,
- 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.
Bring clarity & understanding
The most important aspect of advice is to bring clarity and understanding to the financial journey.
Our financial planners at Newcastle Advisors recognise this & assist you to:
- Understand your financial position.
- Be clear as to your aspirations and objectives.
- Be informed of the options that exist and the trade offs that can be made.
- Have clear, understandable and agreed strategies to meet objectives.
- Take account of developments and change in your life.
- Meet economic challenges.
- Take away stress through tracking & review modules.
- Clarify financial jargon.
- Share in a professional relationship that is open, honest & respectful.
Looking for financial advice to ensure you retire on your terms in Warners Bay?
Newcastle Advisors continue to provide expert financial planning for Warners Bay that ensures you meet your financial & retirement goals.
Our local, trusted, Warners Bay financial planners are here to support you, providing you with guidance & financial advice, so you have an understanding of your options to ensure you can retire on your terms.
LAKE MACQUARIE FINANCIAL PLANNERS ARE HERE TO SUPPORT YOU
Newcastle Advisors
Newcastle Advisors are your Lake Macquarie Financial Planners who are a dedicated team that provide personalised financial advice so you understand your options.
Ross & Lisa - Boolaroo
“Newcastle Advisors were very easy to deal with, they went above & beyond - including delivering all paperwork personally. They quickly understood what we needed & explained things in an 'easy to understand' language. We appreciated how they kept us informed every step of the process & never left anything unexplained. Would highly recommend Newcastle Advisors to anyone.”
Mark -
Bolwarra Heights
“I came to Matthew & the team to discuss my personal superannuation fund and to also discuss the options that were available for my future financial planning. I had some financial problems and I was very impressed with the personalised professional service and advice given to me, and how Matthew has tailored this specifically to suit my situation and future needs. I felt very comfortable to put my finances in Matthew’s care and for him to guide me in the right direction. I thank Matthew for this as I have finally been able to relax and leave all my affairs in Matthew’s hands, in the full and comfortable knowledge that he is working for the benefit of us both; it is a win/win feeling and one that will allow me to happily recommend Matthew and the team to anyone who is interested in changing to a more reliable money manager, one who clearly cares about the individual customer and their needs. I have no hesitation in recommending Matthew's services with complete trust and I look forward to a continued relationship with him.”
Rebecca - Newcastle
“My experience working with Matthew & the team at Newcastle Advisors was exceptional. The Newcastle financial planner was very clear & thorough throughout the process & made it easy to understand. They outlined the different options & the pros & cons of each. I would highly recommend Newcastle Advisors to anyone interested in getting on top of their finances.”
James - Belmont
“Being self employed I knew I needed some type of insurance cover to protect myself. Matt & the Newcastle financial planners at Newcastle Advisors were able to identify exactly what I required so my family & I are protected against injury & illness”
LAKE MACQUARIE FINANCIAL ADVICE
Supporting with all of your financial advice across Newcastle, the Hunter Valley, Lake Macquarie & Sydney.
Our Newcastle financial planners also have offices in Sydney and help clients across the local areas including Newcastle, Maitland, The bay, Lake Macquarie, Hunter Valley, Central Coast & Sydney.
Lake Macquarie financial planner Matthew McCabe has a wealth of experience in self managed super funds, superannuation, personal insurance, investment, retirement advice and financial advice. For your personalised financial advice, contact us today to discuss your options with our qualified Newcastle financial planners.
Lake Macquarie Financial Planners & Financial Advisors now have the capabilities to provide financial advice to not only the people of Newcastle & the Hunter, but to be able to provide personalised financial advice online to all Australian’s. So if you are looking for Online Financial Advice speak to our Lake Macquarie Financial Planners to arrange an online appointment.
Our Lake Macquarie financial planners help clients across the local areas including 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, Cardiff financial planning)
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