If you’ve been medically retired after an injury or illness, retirement may feel out of reach. This article shows how to turn a payout into a long-term plan — with structure, strategy, and support. Newcastle Advisors helps everyday Aussies retire on their own terms.
Read MoreWhen Peter was medically retired at 56, his TPD payout didn’t feel like a win — it felt like pressure. This story unpacks how Newcastle Advisors helped him navigate tax, Centrelink, super, and his future with clarity and calm. If you're overwhelmed by a payout, this one's for you.
Read MoreTPD payouts are often misunderstood. If you withdraw your payout the wrong way, you could owe the ATO thousands. This article breaks down how the tax-free uplift strategy works, who qualifies, and how Newcastle Advisors helps clients keep more of their money — not hand it to the tax office.
Read MoreYou finally got your TPD payout — now what? For many Aussies, the payout brings relief… and panic. This article breaks down the biggest mistakes, the smart moves, and how to turn a lump sum into long-term peace of mind.
Read MoreRBA Rate Cut May 2025: What It Means for Mortgages, Retirees, and House Prices
The RBA just cut interest rates to 3.85% — what does that mean for your mortgage, your retirement income, and the property market? Newcastle Advisors breaks it down in plain English.
Read MoreNSW Workers Compensation Reforms 2025: Who Really Pays the Price?
The NSW Government is proposing major workers compensation reforms that will devastate thousands of vulnerable Australians, especially those with psychological injuries. This isn’t just policy. It’s personal. This article reveals the real-life stories behind the statistics — and what you can do to protect yourself.
Read MoreSuper Over $3m?
This is the biggest shake-up to super in a generation. And most people have no idea what’s coming.
Let’s cut through it. The Albanese Government’s new Division 296 tax will hit Australians with more than $3 million in super harder than ever before.
Read MoreTPD or Workers Comp Payout? Here’s What to Do Next
Received a TPD or workers comp payment? Avoid costly mistakes and maximise your outcome. Learn how financial advice can protect and grow your payout.
Read MoreUnderstanding Superannuation Volatility: Why a Dip in Your Super Might Be a Good Thing.
Learn how falling super balances due to market volatility can actually unlock contribution opportunities and tax benefits. We explain it in plain English so you feel confident, not confused.
Read MoreUnrealised Capital Gains Tax on Superannuation: What Division 296 Means for Your Retirement
Australia’s proposed Division 296 tax would hit your superannuation with a 15% charge on unrealised gains. Here's why it threatens trust, retirement plans, and the next generation of Australians.
Read MoreRead MoreSearching for the best financial planners in Newcastle? Here’s what to look for (and why it matters) when choosing a financial advisor to help with super, retirement and wealth planning.
The Australian share market has rebounded $206 billion in a single day. What does it mean for investors? Newcastle financial planner Matt McCabe explains why staying calm, invested, and focused on your plan matters most.
Read MoreMarkets just rebounded by $53 billion, but the mainstream media reports gains in percentages—not billions—because fear sells. Newcastle’s Matthew McCabe explains why investors should stay level-headed and focused, as volatility is likely to continue.
Read MoreMarkets have taken a hit with the latest US tariff announcements sparking a global selloff. But should you panic?
In this timely article, Newcastle Advisors Principal Matt McCabe explains what’s really going on, why 4% daily drops are rare—and often followed by gains—and why now might be an opportunity for long-term investors. Discover how expert financial advice can keep you calm, clear-headed, and focused on your goals.
Read MoreDiscover Top Financial Planners in Lake Macquarie: What Sets Us Apart – expert insights from Newcastle Advisors, a trusted financial planning firm serving Newcastle and Lake Macquarie.
Read MoreDiscover Why Newcastle Advisors is One of the Best Financial Planners in Newcastle – expert insights from Newcastle Advisors, a trusted financial planning firm serving Newcastle and Lake Macquarie.
Read MoreWhy we should plan to retire at 80, not 65.
For decades, Australians have worked towards the goal of retiring at 65. But what if that goal is outdated? With longer life expectancies, rising costs of living, and changing work dynamics, is it time to rethink retirement and plan for 80 instead?
The Reserve Bank of Australia (RBA) has finally delivered a 0.25% rate cut, offering some relief to mortgage holders and businesses struggling under high borrowing costs. This move was expected, given that inflation has been falling faster than anticipated and the economy has been running out of steam.
Read MoreMost people think of financial advice as an expense. Something that comes with a price tag. But what if you flipped that mindset and saw it as an investment—one that delivers returns beyond just dollars and cents?
Read MoreWe live in an age where our phones are practically glued to our hands. We spend hours scrolling, texting, emailing, and messaging—yet, when it comes to actually picking up the phone and making a call, many people hesitate. Especially among younger generations, the ability to communicate effectively over the phone is becoming a lost skill. But the implications go far beyond just social awkwardness.
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