Understanding
We take the time to understand where you want to go & ensure you understand your options to get there.
At its core, a financial plan is the result of examining your goals & helping prioritise, save & invest for them.
Our Newcastle & Lake Macquarie financial planning advisors will help you determine the steps necessary to reach your goals.
We act as your personalised GPS. Guiding you from where you are now to your destination (your goals & dreams).
Peace of Mind
We understand that talking about finance, money, debt and superannuation can be boring, confusing, daunting & sometimes overwhelming.
That is why our team partners with you, using all of our knowledge, skills and experience to make the complex simple. Providing you with the peace of mind.
We do all the heavy lifting to ensure you have the time to build & create the life you have always wanted.
We offer three main services
We focus on those seeking:
However, in saying that, there are a number of key elements that each person we work with must be:
- goal oriented
- willing to be coached
- willing to take advice
- willing to pay for advice
How much does financial planning cost?
We try to be as transparent as possible.
However, when discussing our fees, we need to know you and understand that we can add significant value, before we know the scope of advice, timeframe to complete advice and the associated fee.
As you would appreciate, each financial situation is different and should be treated accordingly.
Depending on the complexity, time and value we are providing, will support us in determining the appropriate fee for our services.
In addition, given current government legislation and regulation on financial planners, the cost to provide advice in Australia is significant. Our fees start from $4,400 (inclusive of GST) for our initial advice.
With our ongoing service & management starting from $4,400 per annum (inclusive of GST).
Financial Planning Process
We want you to know exactly how we can help before you pay us a single dollar.
Free Call
A short phone call will give us both a chance to make sure your situation matches our expertise.
This call focuses on your goals & priorities, your current and future means to achieve them, and whether our team is the right fit to help you bridge that gap.
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.
We will end the call in one of 3 ways;
1. we like each other and want to work together,
2. we like each other but we are not a good fit for your needs,
3. we don't like each other and respectfully go our separate ways.
Financial Planning Meeting
The next step is a one-hour meeting that will serve three functions.
1. Our team will get a clear picture of your goals, needs, and concerns as well as learn about your current situation.
2. You will get a clear understanding of who we are, our process, and our approach. We will walk through the Newcastle Financial Planning Advice process that all new clients of Newcastle Advisors go through so you understand exactly what’s involved in partnering with our team.
3. Most importantly…We will find out if we actually like, trust, and want to spend more time together!
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.
Contact our Newcastle Financial Planners & Lake Macquarie Financial Planners to see how they can significantly add value to your situation.
