Newcastle Advisors
We help you make smarter financial decisions.
Life is like a puzzle. As we go through life, we search for pieces in order to create the picture we can be happy with.
Our Newcastle Financial Planners will guide you to make the right decisions with your pieces so you can live life on your terms.
We take the time to understand where you want to go & ensure you understand your options to get there.
Our Newcastle financial planners are able to help you achieve your goals, no matter what stage of life you’re at or what your goals are.
We have specialist Newcastle financial planning advisers who are knowledgeable, experienced and passionate about helping the people of the Hunter take control of their financial future.
We are here to help guide you on your financial journey.
Contact our Newcastle financial planners for financial advice on 02 4963 1863.
Matthew McCabe
Newcastle Financial Planner
Matthew has had a long standing desire to help people.
Unfortunately, he wasn’t given the gift of his mother – a nurse whom cares for people when they are ill & injured, or the gift of his father – a builder whom built homes & shelter for people, in fact he is quite useless at doing any work on the tools. However, Matthew has in innate problem solving ability.
Matthew’s vast experience provides him with the skills to understand and articulate your financial & lifestyle challenges with great clarity. He has the unique ability to explain often technical concepts in relatable language. Matthew makes the complex seem simple.
Matthew explains “trying to navigate the world of finance alone can be a minefield. With all the information available online now, the options and opinions are endless. My role is to block out the noise and get you to focus on your specific financial situation, so you can take control of your financial future."
Matthew understands the importance of long term client relationships and he always displays a genuine, caring and professional approach with his clients. His honest, positive and friendly nature makes clients from all walks of life feel immediately at ease. These traits mixed with a diverse financial background make for excellent tools for managing his clients' financial affairs.
Matthew’s passion is helping people & knowing he has made a fundamental difference in your life.
Matthew holds a Graduate Diploma of Financial Planning, Diploma & Advanced Diploma of Financial Services. Matthew is also a Justice of the Peace.
Aside from financial planning and his clients, Matthew is a tragic Newcastle Knights member and enjoys watching most sports with a beer or two on the weekends.
Matthew is your local, trusted, Newcastle financial planner & he looks forward to partnering with you to take control of your financial future.
Featured Article: Hunter Headline
Email: mmccabe@newcastleadvisor.com
Phone: 0410 581 424
We do the hard work for you
Whether you want to review your super structure, compare your current insurance policies, or create a financial plan to grow & secure your wealth,
we’ll do all the hard work for you.
Available anywhere, anytime
We offer home or work visits. We are available 24/7 via phone, zoom & email.
We make it easy to do business & pride ourselves on getting the best outcomes for our clients.
We are your one-stop shop
All your financial products, advice, strategies & services in one place.
Leverage our local team of experts & professionals.
Our Areas of Financial Advice at Newcastle Advisors
There is no substitute for experienced assistance when it comes to establishing the strategies that will enable you to achieve and exceed your goals.
For 15 years our Newcastle Advisors have offered clients specialised financial planning advice across a variety of areas that has enabled them to establish, maintain and enjoy their full financial potential.
We have specialist Newcastle financial planning advisers who are knowledgeable, experienced and passionate about the following areas:
Debt and cash flow specialist
Advanced Budgeting & Cash flow strategies
Accelerated Debt reduction strategies
Debt structuring
Borrowing to invest
Margin lending
Taxation Specialist
Tax minimisation solutions
Capital gain management
Personal Protection specialist
Personal insurance
Personal asset protection
Lifestyle protection strategies
Estate planning strategies
Structuring assets appropriately
Business Protection specialist
Business insurance
Business asset protection
Business succession planning
Superannuation specialist
Personal superannuation
Self managed superannuation
Business superannuation strategies
Retirement income streams
Centrelink maximisation strategies
Wealth creation specialist
Children’s education plans
Managed fund investments
Shares
Property
In almost everything we do, money is a factor…
A Newcastle financial adviser is able to help you achieve your goals, no matter what stage of life you’re at or what your goal is.
Some examples of when our advice is most needed are when you are:
planning to get married,
starting a family,
saving for a property deposit,
buying a property,
looking for a job,
starting your own business,
expanding your business,
funding your children’s education,
get promoted at work and are paying more tax,
struggling to repay debt,
looking to streamline and simplify your financial affairs,
needing to consolidate debt,
worried about the financial security of your family.
The most important aspect of advice is to bring clarity and understanding to the financial journey.
Our financial planners at Newcastle Advisors recognise this and assist you to:
Understand your financial position.
Be clear as to your aspirations and objectives.
Be informed of the options that exist and the trade offs that can be made.
Have clear, understandable and agreed strategies to meet objectives.
Take account of developments and change in your life.
Meet economic challenges.
Take away stress through tracking & review modules.
Clarify financial jargon.
Share in a professional relationship that is open, honest & respectful.
Looking for financial advice to ensure you retire on your terms in Newcastle?
Newcastle Advisors continue to provide expert financial planning for Newcastle that ensures you meet your financial & retirement goals.
Our local, trusted, Newcastle financial planners are here to support you, providing you with guidance & financial advice,
so you have an understanding of your options to ensure you can retire on your terms.
NEWCASTLE FINANCIAL PLANNERS ARE HERE TO SUPPORT YOU
Newcastle Advisors are your Newcastle Financial Planners & Mortgage Brokers who are a dedicated team
that provide personalised financial advice & mortgage advice so you understand your options.
“Newcastle Financial Planners & Financial Advisors were very easy to deal with, they went above & beyond - including delivering all paperwork personally. They quickly understood what we needed & explained things in an ‘easy to understand’ language. We appreciated how they kept us informed every step of the process & never left anything unexplained. Would highly recommend Newcastle Advisors to anyone.”
“Being self employed I knew I needed some type of insurance cover to protect myself. Matt & the Newcastle financial planners at Newcastle Advisors were able to identify exactly what I required so my family & I are protected against injury & illness”
“My experience working with Matthew & the team at Newcastle Advisors was exceptional. The Newcastle financial planner was very clear & thorough throughout the process & made it easy to understand. They outlined the different options & the pros & cons of each. I would highly recommend Newcastle Advisors to anyone interested in getting on top of their finances.”
“I came to Matthew & the team to discuss my personal superannuation fund and to also discuss the options that were available for my future financial planning. I had some financial problems and I was very impressed with the personalised professional service and advice given to me, and how Matthew has tailored this specifically to suit my situation and future needs.
I felt very comfortable to put my finances in Matthew’s care and for him to guide me in the right direction.
I thank Matthew for this as I have finally been able to relax and leave all my affairs in Matthew’s hands, in the full and comfortable knowledge that he is working for the benefit of us both; it is a win/win feeling and one that will allow me to happily recommend Matthew and the team to anyone who is interested in changing to a more reliable money manager, one who clearly cares about the individual customer and their needs.
I have no hesitation in recommending Matthew’s services with complete trust and I look forward to a continued relationship with him.”
Newcastle Financial Planner, Matthew McCabe, outlines what a Newcastle Financial Planner is & what they do.
Your Newcastle Financial Planner is your personalised GPS.
A GPS is similar to a Newcastle Financial Planner.
They both find out where you are, find where you want to go and make a plan to get you to your destination.
NEWCASTLE FINANCIAL PLANNING
Supporting with all of your financial advice across Newcastle, the Hunter, Central Coast & Sydney.
Visit our Newcastle Financial Planners at Level 1/142 Union St, The Junction NSW 2291.
Newcastle Mortgage Broker & Investment Specialist
Are you looking for a home loan or an investment loan in Newcastle?
Confused by conflicting information? You’re not alone.
Trying to navigate interest rates, monthly repayments and borrowing capacity on your own can be challenging.
That’s why the services of a Newcastle mortgage broker are invaluable. Rather than going to multiple banks yourself, we offer you access to different banks & lending institutions. We simplify the process, educate & advise, so you fully understand your financial position and understand your options, putting you in control of your property purchase.
Since 2010, Ross has helped hundreds of clients understand the loan options available to them and started them on the path towards owning their home sooner.
The financial planning team at Newcastle Advisors are highly skilled & trusted supporting you in taking control of your financial future.
At Newcastle Advisors we are committed to supporting our clients across Newcastle, The Hunter & Lake Macquarie to achieve the retirement they want & ensuring they retire on their terms.
We provide financial planning to Newcastle, ensuring we find solutions to meet your financial, lifestyle & retirement goals. We make the complex seem simple & easy, providing you with the opportunities so you understand the options to take control of your financial future. We are teachers who love educating by sharing our knowledge, experience & expertise to ensure you have a personalised financial plan, which can include:
Cashflow / Budgeting Plans Newcastle Financial Adviser
Wealth Creation & Investment Planning
Insurance Advice
Mortgage Repayment Advice
Mortgage Advice - Home Loan AdviceNewcastle Financial Adviser
Investment Property Advice
Superannuation Advice Newcastle Financial Adviser
Retirement Planning Newcastle Financial Planner
Self-Managed Super Funds
Investment Property Through Super Advice Newcastle Financial Adviser
Centrelink or Age Pension Advice
Aged Care Advice
Estate Planning Advice
Your personalised financial plan will give you the choice now and into retirement to achieve peace of mind knowing you have the financial means to live life on your terms.
NEWCASTLE FINANCIAL ADVICE
Supporting with all of your financial advice across Newcastle, the Hunter Valley, Lake Macquarie & Sydney.
Visit our Newcastle Financial Planners at Level 1/142 Union St, The Junction NSW 2291.
Our Newcastle financial planners also have offices in Sydney and help clients across the local areas including Newcastle, Maitland, The bay, Lake Macquarie, Hunter Valley, Central Coast & Sydney.
Newcastle financial planners Matthew McCabe has a wealth of experience in self managed super funds, superannuation, personal insurance, investment, retirement advice and financial advice. For your personalised financial advice, contact us today to discuss your options with our qualified Newcastle financial planners.
Newcastle Financial Planners & Financial Advisors now have the capabilities to provide financial advice to not only the people of Newcastle & the Hunter, but to be able to provide personalised financial advice online to all Australian’s. So if you are looking for Online Financial Advice speak to our Newcastle Financial Planners to arrange an online appointment.
