FINANCIAL ADVICE FOR warners bay
From your trusted local Warners Bay financial planner
At Newcastle Advisors, we are dedicated to helping you build, protect and preserve your wealth through financial planning advice.
Whether you are just starting out, planning to retire or somewhere in between, we have the team to support you.
Though we are based in the Hunter, providing financial planning advice for those in Newcastle, Lake Macquarie & the Hunter surrounds,
we are available online to partner with people from all over Australia to support them in reaching financial freedom.
We look forward to connecting & growing with you.
Be Informed. Be Prepared. Be Advised.
WHY ARE YOU HERE?
We start every single meeting by asking you why you are here, because we don’t know what you know.
You might say, “my accountant told me we have to meet.” They might say, “Well, I am sick/injured and can no longer work” Or “I want to retire, but cannot see how it is possible in the foreseeable future.” We want to know what you are thinking about before we start.
We read books/financial literature, we attend seminars, we complete educational courses, we listen to podcasts, but we don’t necessarily know what you are listening to or have been influenced by.
It’s important for us to understand and uncover what investing, debt, tax, insurance, estate planning and tax planning means to you. What have they accomplished so far with regard to your financial plan? What do you like or dislike about what you have been doing?
Maybe the most important question we ask in each meeting, is to ask where you hope to be in the future. “If we are sitting here one year from today, what would have happened during those 12 months for you to look back and be happy that we met?”
Matthew McCabe
Warners Bay 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 Warners Bay 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 Warners Bay 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 Warners Bay 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 Warners Bay 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 Warners Bay 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 Warners Bay 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.
WARNERS BAY FINANCIAL PLANNERS ARE HERE TO SUPPORT YOU
Newcastle Advisors
Newcastle Advisors are your Warners Bay 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”
Your Personalised GPS
Your Warners Bay Financial Planner is your personalised GPS.
A GPS is similar to a Warners Bay 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.
Warners Bay Financial Planning Advisors
At Newcastle Advisors we are committed to supporting our clients across Lake Macquarie to achieve the retirement they want & ensuring they retire on their terms.
We make the complex seem simple & easy, providing you with the opportunities so you understand the options to take control of your financial future. We are teachers who love educating by sharing our knowledge, experience & expertise to ensure you have a personalised financial plan, which can include:
- Cashflow / Budgeting Plans (Learn More)
- Wealth Creation & Investment Planning
- Insurance Advice
- Mortgage Repayment Advice
- Mortgage Advice - Home Loan Advice (Learn More)
- Investment Property Advice
- Superannuation Advice (Learn More)
- Retirement Planning (Learn More)
- Self-Managed Super Funds
- Investment Property Through Super Advice (Learn More)
- Centrelink or Age Pension Advice
- Aged Care Advice
- Estate Planning Advice
WARNERS BAY 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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