Buy/Sell Agreements
If you own a business with other people, it’s important for them to agree on how ownership of the business will be transferred, should one of the owners (or principals) pass away, become disabled, or leave the business for another reason
Read MoreSix Misconceptions About Life Insurance
The probability of you developing a serious illness or getting involved in an accident so severe you’re unable to work, may seem highly unlikely.... until something happens. It’s often small events that remind us we’re not completely in control of these possibilities, which is exactly what life insurance is for. Unfortunately, there are a lot of misconceptions about life insurance which can lead to missed opportunities to protect ourselves and our dependents. In this article, we’ll set the record straight for six of them.
Read MoreWhen Unexpected Illness Strikes
It may be important to know which options could be available to try and help protect you and your family’s future, in the event of any unforeseen sickness or injury. Speaking to our Newcastle financial planning advisers about your insurance cover could provide peace of mind for you and your loved ones.
Read MoreThere is no doubt that interest in responsible investments is growing. Not only in Australia but globally, investors are increasingly interested in how a company makes its money, not simply how much it makes.
While some investors may focus on the longer-term viability of a company and its behaviour, others may hold particular values they want their investments to mirror.
Read MoreWhen it comes to investing, you have two options – inside or outside of super.
Super, being a longer-term investment designed to fund your retirement, comes with a number of advantages such as being lightly-taxed but does have some constraints including not being able to access your super, generally, until you have reached retirement.
While super is a popular option for many, there are also a number of investment options to consider outside of super – you just need to find a mix that fits your needs.
Read MoreFor personal financial advice, either on specific needs or looking at the whole picture, we will take you through a 4 step process.
Read MoreAs we enter a new financial year, it's a good time to review your investments & set yourself up to meet your 2020-21 goals. Your investment portfolio should never be set & forget.
Read MoreLooking for a financial planner in Warners Bay?
Speak to the team at Newcastle Advisors to understand your options & take control of your financial future.
Read MoreFrequently Asked Questions (FAQ) from our Referral Partners
Based on the knowledge & experience of Newcastle Advisors you can feel confident that the services offered & approach taken to your clients will build on the trust you have developed with them over time.
Read MoreAre you an employer of choice?
An employer of choice is an employer that offers fantastic work culture, workplace environment & employee benefits that attracts & retains superior employees. Have you considered financial advice as an employee benefit?
Read MoreWhy should you review your life insurance?
Your life is ever-changing; from the exciting time you are buying your first home to the moment you are starting a family. Throughout this continual change in your life’s priorities and financial responsibility, it’s important to consider how you and your loved ones are protected, so you can keep living the life you love.
Read MoreSuperannuation 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.
Read MoreWhat 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.
Read MoreFinancial Advice for tradies in Newcastle, whether you are self employed or salaried, we can sort your finances out!
Read MoreLooking for a financial planner in Cardiff? Speak to the team at Newcastle Advisors to understand your options.
Read MoreAs 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.
Read MoreWhy 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.
Read MoreI 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.
Read MoreAs 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.
Read MoreMany 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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