Who is this for?
This is for people who look fine on the outside, but feel stuck on the inside.
You might have a good income, a business, a family or responsibilities that depend on you.
You might be approaching retirement, navigating change, or carrying financial decisions you were never taught how to make.
You do not need more information.
You need a clear plan and someone to walk it with you.
What we do
We do not sell products or hype.
We bring order to complexity.
That means
One clear strategy instead of scattered decisions
Advice that considers your life, not just your numbers
A long term plan that adapts as life changes
Our role is simple.
We think ahead, so you can get on with living.
Why clients come to us?
Clients come to us tired of second guessing themselves.
They come after realising that doing nothing is still a decision.
They come because they want confidence, not noise, and clarity, not pressure.
Most of all, they come because they want their money to feel handled, not hovering.
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 $6,600 (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.
There is no pressure and no obligation.
We start with a proper conversation about where you are, what matters to you, and what feels heavy right now.
If we can help, we will tell you how.
If we are not the right fit, we will tell you that too.
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.
