Financial Planning Newcastle

Our Services

Our Financial Planning Advisors provide simple, tailored financial advice to help you experience financial freedom.

At Newcastle Advisors, we support Australians 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.

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.

We take the time to understand where you want to go & ensure you understand your options to get there. There is no substitute for experienced assistance when it comes to establishing the strategies that will enable you to achieve and exceed your goals.

Who are our services for?

This is for people who look fine on the outside, but feel stuck on the inside.

You might have a good income, a business, a family or responsibilities that depend on you. You might be approaching retirement, navigating change, or carrying financial decisions you were never taught how to make.

You do not need more information. You need a clear plan and someone to walk it with you.

Apply Today

The services we provide:

Our Testmonials

Empowering Australians to make informed financial decisions

Our passion is listening to people’s stories, understanding what they need & supporting them, whilst knowing we have made a fundamental difference in their life.

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

Being self employed I knew I needed some type of insurance cover to protect myself. Matt & the team 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. They were 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

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.

Ross & Lisa

Boolaroo

Trying to navigate the world of finance alone can be a minefield. Our role is to simplify the complex and help you take control of your financial future.

Step 1

Free call to get to know you

A short phone call will give us both a chance to make sure your situation matches our expertise. There is no pressure and no obligation.

Step 2

We will let you know if we are the right fit

If we can help, we will tell you how. If we are not the right fit, we will tell you that too. Because we only work with a select group of clients, we use this call to determine if we are a good fit and if not we will happily point you to the right expert for your unique needs.

Step 3

Our one-hour financial planning meeting

Our team will get a clear picture of your goals, needs, and concerns as well as learn about your current situation. You will get a clear understanding of who we are, our process, and our approach. At this point, If we all agree to start your Financial Plan, we will sign the necessary paperwork to officially start building your financial blueprint.

Step 4

Helping you take control of your financial future

We help you move from uncertainty to clarity, from pressure to control, and from doing it alone to having someone in your corner. Our ongoing services and management ensures you have a long term plan that adapts as life changes.

Get started and apply today

Take control of your financial future

To apply to become a Newcastle Advisor client and understand how we can support you, please get in contact with us today.

Book a Call

Get Started