MATTHEW McCABE

Newcastle & Lake Macquarie Financial Adviser

Empowering you to live the life you want.

BOOK A CHAT

I GET IT !

You know you need to get your SHIT sorted but you keep putting it off.

(SHIT = Super, Home loan, Investments & insurances, Tax)

Life is busy and stepping into the finance minefield can be overwhelming.

Where should you invest that life-changing inheritance so that it works hard for you?

How can you make the most of that pay rise or bonus?

What strategies can you use to set yourself up for a comfortable retirement without taking on too much risk?

THEN THERE ARE THOSE CURVEBALLS

The ones that life throws our away – divorce, redundancy, illness, or a loved one entering aged care.

When you’re feeling vulnerable and overwhelmed, the last thing you want to worry about is money.

As your financial adviser, I will help you prepare for the unexpected and achieve a financially secure future.

Whether you’re planning for retirement or navigating a major life transition, I am here.

I AM HERE TO…

Listen to you.

Understand your financial goals.

And help you achieve them.

Enabling you to live your best life.

WHY

That’s why I started Newcastle Financial Advisors, a family owned advisory firm, on a mission to empower everyday Australians through financial literacy.

We are not here to “push products” or sell you anything.

We are here to support and educate.

TAKE CONTROL

We want to partner with you to help create the financial future you deserve, by taking control of your financial future & gaining control of your time.

Help me support you in making the most of your money.

PARTNER WITH ME

I will partner with you to meet & exceed your financial goals, so you can take care of your family and retire on your terms.

Whatever stage of life you are at, we can support you:

- Retirement Planning

- Wealth Accumulation

- Investment Strategies

- Portfolio Construction

- Debt Repayment Strategies

- Tax Minimisation Strategies

- Asset Protection

- Personal Insurances

- Aged Care Advice

FINANCIAL ADVISER

My knowledge, expertise & experience over the past 17 years will support you in effectively structuring your finances to ensure your money is working for you and you are not working for your money.

I know I can help a lot of people & I look forward to growing with you.



Newcastle Financial Planners & Financial 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.
— Ross & Lisa - Boolaroo
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
— James - Belmont
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.
— Rebecca - Newcastle
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.
— Mark - Bolwarra Heights



Our Newcastle financial planners also have offices in Sydney and help clients across the local areas including Newcastle Financial Planning(Merewether financial planning, The Junction financial planning, The Hill financial planning, Bar Beach financial planning, Newcastle West financial planning, Hamilton financial planning, Adamstown financial planning, Redhead financial planning, Whitebridge financial planning, Kotara financial planning, New Lambton financial planning, Mayfield financial planning), Maitland Financial Planning (Morpeth financial planning, Lorn financial planning, Rutherford financial planning, Aberglasslyn financial planning, Metford financial planning, Beresfied financial planning), The bay (Medowie financial planning, Fern Bay financial planning, Fullerton Cove financial planning, Anna Bay financial planning, Nelson Bay financial planning, Shoal Bay financial planning, Tea Gardens financial planning, Hawks Nest financial planning), 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), Hunter Valley Financial Planning (Muswellbrook financial planning, Scone financial planning, Pokolbin financial planning, Cessnock financial planning, Singleton financial planning, Broke financial planning, Rothbury financial planning), Central Coast Financial Planning (The Entrance financial planning, Bateau Bay financial planning, Berkeley Vale financial planning, Tuggerah financial planning, Wamberal financial planning, Terrigal financial planning, Erina financial planning, Avoca financial planning, Gosford financial planning, Woy Woy financial planning, Picketts Valley financial planning) & Sydney Financial Planning (Castle Hill Financial Planning, Rouse Hill Financial Planning, Dulwich Hill financial planning).



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