Superannuation is not an estate asset; on death it does not automatically flow to the estate of the deceased.
Understand your options & the consequences of your decisions.
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What do Novocastrians want financial advice on? Investments, retirement, superannuation and cash flow. These are the financial issues that keep Australians awake at night. Here we look at how your Newcastle financial adviser can assist you in these areas.
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Financial Advice for tradies in Newcastle, whether you are self employed or salaried, we can sort your finances out!
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Looking for a financial planner in Cardiff? Speak to the team at Newcastle Advisors to understand your options.
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As we approach the end of the financial year, there are a few things you can do to boost your wealth and save tax if you take action before 30 June.
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Why it’s important to hold your nerve when the market drops.
It can be easy to make knee-jerk decisions, but rash short-term thinking can often be counterproductive.
Cutting your losses and moving your holdings into cash may seem a tempting option at this point. The emotion is understandable – no one likes to lose money – but allowing it to drive your decision making may not serve you well in the longer term.
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I don’t want to be a Karen.
Markets have recovered after previous downturns in history, and they are likely to recover this time as well. When that happens, the winners will be those who take a calm and considered approach, by seeking advice from the financial planners at Newcastle Advisors.
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As we work through the economic fallout from COVID-19, it’s natural to be jittery about your financial position. While market volatility and employment uncertainty can be disconcerting, there are some behaviours you can adopt to help build financial resilience.
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Many countries are now starting to shift from the lockdown and isolation measures that have flattened infection curves to managing the first steps to re-opening economies. Markets will be watching closely to determine which countries are better able to manage this next phase.
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Is the superannuation system broken?
Over the past few months we have seen many “commentators” express their views that the superannuation system is broken & needs to be fixed or even dismantled.
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Planning is essential to recovery from redundancy
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5 questions you need answered when entering aged care.
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Looking for a financial planner or financial adviser in East Maitland?
Newcastle Advisors is the leading financial planning firm in East Maitland.
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How financial planning works at Newcastle Advisors
Looking to plan for the future & want to get some financial advice from your Newcastle Financial Planner?
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Newcastle Advisors explain how investing even just a small amount regularly can make a big difference over the long term.
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Don’t keep us a secret!
Maybe you know people who…might need a helping hand?
Too busy to deal with finances themselves
Not "financially savvy" and would appreciate some education
Have asked you about your investment activities
Are looking to start investing, but unsure where to begin
Talks about "getting into the market" but always too busy
Raising a family is a marathon effort, as costly as it is rewarding. But financial planning for your family is easier than it sounds, because you know what the key milestones will be. Here is how to plan effectively…
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Looking for a financial planner or financial adviser in the Hunter Valley? Newcastle Advisors is the leading financial planning firm in the Hunter Valley. Newcastle Advisors are a full service financial planning firm based in Newcastle, focused on helping Hunter Valley residents grow and secure their wealth.
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Looking for a financial planner or financial adviser in Lake Macquarie? Newcastle Advisors is the leading financial planning firm in Lake Macquarie.
Newcastle Advisors are a full service financial planning firm based in Newcastle, focused on helping Lake Macquarie residents grow and secure their wealth.
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For many Rugby League players a 40% drop in income will come as a shock, as many are the sole providers for their families & have never had to think twice about spending money. Some players will see this as an opportunity to take control of their financial situation & learn more. What is your plan B?
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