Retirement Specialists
It’s all we do, day in day out.
Provide retirement planning advice.
In fact, we are so good we can save you double the amount on a traditional retirement plan with our signature framework.
The Retirement Program
Based on $500,000 retirement capital, our program on average save clients over $65,000 over a 10 year period.
Application
Our online application process is FREE, quick & easy, allowing you to get on with your busy life.
Like to know more?
Request our retirement tip sheet, where we explain how it’s done.
Here’s how we do it!
Our retirement program process is 100% online* & starts with a 10 minute consultation with an expert financial planner who will guide you through your options.
We have access to all the best strategies, investments, superannuation funds & products on the market for you to choose from, so you can be assured that you are getting the best retirement possible for your individual situation.
After this call, we will match you with an expert financial advisor who specialises in retirement advice. We will arrange an hour video call to discuss your situation, goals & strategies, to get you from where you are today to where you want to go.
Our retirement financial planner, will provide you with the scope of advice, including the time-frame to prepare the advice & the associated fee for advice.
You will have the information to understand the significant value we can add to your personal situation, enabling you to choose whether to proceed or not with our advice.
Once you accept the terms & proceed with the advice, our team of experts will research & analyse your information to form your retirement plan blueprint, which will include advice & recommendations to optimise your retirement, providing capital security, capital longevity, capital preservation, whilst providing you with the peace of mind that you will be able to retire on your terms.
*(face to face meetings available on request)
Difference
The difference between a financial planner employed or licensed by a bank or large corporation is that we are paid by you, to work in your best interest.
We are not limited in using particular bank products or structures, receiving commission to cross refer you to get loans, credit cards, house & contents insurance, savings accounts, term deposit and a mirror of other bank aligned products.
We partner with you, sit with you on your side of the table, to ensure you have all the information available tor retire on your terms.
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 retirement 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. Life gradually teaches us that U-turns are allowed.
Follow our retirement plan & get started on your journey to financial freedom.
Retirement Savings Problem
For many people, being asked to solve their own retirement savings problems is like being asked to build their own cars
Seek expert advice from our retirement specialist advisors, who can ensure you retire on your terms.
Matthew McCabe
Your Newcastle Financial Planning Advisor
For over 15 years I have been helping people (like you) make informed, smart decisions about their retirement.
Running my own practice allows me to provide personalised, tailored financial advice to ensure people (like you) are able to retire on their terms.
Providing my clients with peace of mind.
Poor advice can result in a life of compromise & uncertainty.
As a qualified Newcastle financial planner, I thrive on utilising my vast experience, which includes supporting people through the Global Financial Crisis & most recently the Global Pandemic, to ensure my clients avoid making mistakes that could cost them their ideal retirement.
Contact our Newcastle 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 Newcastle 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.
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 Newcastle?
Newcastle Advisors continue to provide expert financial planning for Newcastle that ensures you meet your financial & retirement goals.
Our local, trusted, Newcastle 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.
NEWCASTLE FINANCIAL PLANNERS ARE HERE TO SUPPORT YOU
Newcastle Advisors
Newcastle Advisors are your Newcastle Financial Planners who are a dedicated team that provide personalised financial advice so you understand your options.
Ross & Lisa - Boolaroo
“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.”
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”
Your Personalised GPS
Your Newcastle Financial Planner is your personalised GPS.
A GPS is similar to a Newcastle Financial Planner.
They both find out where you are, find where you want to go and make a plan to get you to your destination.
NEWCASTLE 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.
Newcastle financial planners 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.
Newcastle 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 Newcastle Financial Planners to arrange an online appointment.
