Enjoy Retirement
Our Newcastle Financial Planning Advisers provide simple, tailored financial advice to help people from Newcastle, Lake Macquarie & the Hunter experience financial freedom.
Let us help you retire on your terms.
Retirement is empty
Meaning, it’s completely up to you to fill it with what you desire & with all the things that allow you to enjoy retirement.
Retirement is a privilege
That many people never get to experience it. Approach retirement with great respect & be grateful for the opportunities it presents.
Retirement is not automatic
It doesn't just happen. It takes time, energy, planning like this, and practice to make it the best it can be.
The biggest retirement mistake
I see is that people aren’t prepared for the everyday life aspects of retirement including how they will replace their career identity, make new friends outside of the workplace, and stay fit and capable. This leaves many people wallowing through the first few months or even years of retirement until they get a better handle of what life in retirement is really all about.
Overwhelming
You can be young without money but you can’t be old without it.
We understand how confusing & sometimes overwhelming retirement planning can be.
If you don’t start early it can feel like a losing proposition, but it’s not. It would be better to start earlier, but what matters is how much you can put aside now.
Stop Worrying
About whether you will have enough for your retirement.
No one wins a game of chess by only moving forward.
Sometimes you have to move backward to put yourself in a position to win.
The same is true of retirement planning.
Because sometimes, when it feels like you’re running into one dead end after another, it’s actually a sign that you’re not on the right path. Maybe you were meant to hang a left back when you took a right, and that’s perfectly fine. Life gradually teaches us that U-turns are allowed.
Follow our three step plan & get started on your journey to financial freedom.
Retirement Savings Problem
For many people, being asked to solve their own retirement savings problems is like being asked to build their own cars
Seek expert advice from our retirement specialist advisors, who can ensure you retire on your terms.
Matthew McCabe
Your Newcastle Financial Planning Advisor
For over 15 years I have been helping people (like you) make informed, smart decisions about their retirement.
Running my own practice allows me to provide personalised, tailored financial advice to ensure people (like you) are able to retire on their terms.
Providing my clients with peace of mind.
Poor advice can result in a life of compromise & uncertainty.
As a qualified Newcastle financial planner, I thrive on utilising my vast experience, which includes supporting people through the Global Financial Crisis & most recently the Global Pandemic, to ensure my clients avoid making mistakes that could cost them their ideal retirement.
Contact our Newcastle financial planners for financial advice on 02 4963 1863.
We help you make smarter financial decisions.
We take the time to understand where you want to go & ensure you understand your options to get there.
Financial planning is an ongoing process & every step is very important as it allows your Newcastle financial planners to fully understand your situation, desired outcomes and provide you with the best guidance. This will give you confidence to move forward in life regardless of its challenges and uncertainties and create a healthy money mindset for life.
Knowledge
You will receive information & education to ensure you understand your options.
Education that provides you with the confidence to make an informed decision to ensure you retire on your terms.
Experience
Our dedicated team have decades of experience in supporting couples, families & retirees achieve their desired lifestyle.
Freedom
We support you to financially transform your life.
Join people just like you who now have a clear pathway to financial freedom & have retired on their terms.
Our Areas of Financial Advice
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 & cashflow 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.
Our advice is most needed 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.
Bring clarity & understanding
The most important aspect of advice is to bring clarity and understanding to the financial journey.
Our financial planners at Newcastle Advisors recognise this & 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
Newcastle Advisors are your Newcastle Financial Planners who are a dedicated team that provide personalised financial advice so you understand your options.
Ross & Lisa - Boolaroo
“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.”
Mark -
Bolwarra Heights
“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.”
Rebecca - Newcastle
“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.”
James - Belmont
“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”
Your Personalised GPS
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 Advisors
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 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 (Learn More)
- Wealth Creation & Investment Planning
- Insurance Advice
- Mortgage Repayment Advice
- Mortgage Advice - Home Loan Advice (Learn More)
- Investment Property Advice
- Superannuation Advice (Learn More)
- Retirement Planning (Learn More)
- Self-Managed Super Funds
- Investment Property Through Super Advice (Learn More)
- Centrelink or Age Pension Advice
- Aged Care Advice
- Estate Planning Advice
NEWCASTLE FINANCIAL ADVICE
Supporting with all of your financial advice across Newcastle, the Hunter Valley, Lake Macquarie & Sydney.
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.
Our Newcastle financial planners also have offices in Sydney and help clients across the local areas including Newcastle Financial Planning(Merewether financial planning, The Junction financial planning, The Hill financial planning, Bar Beach financial planning, Newcastle West financial planning, Hamilton financial planning, Adamstown financial planning, Redhead financial planning, Whitebridge financial planning, Kotara financial planning, New Lambton financial planning, Mayfield financial planning), Maitland Financial Planning (Morpeth financial planning, Lorn financial planning, Rutherford financial planning, Aberglasslyn financial planning, Metford financial planning, Beresfied financial planning), The bay (Medowie financial planning, Fern Bay financial planning, Fullerton Cove financial planning, Anna Bay financial planning, Nelson Bay financial planning, Shoal Bay financial planning, Tea Gardens financial planning, Hawks Nest financial planning), Lake Macquarie Financial Planning (Cardiff NSW financial planning, Glendale financial planning, Speers Point financial planning, Fennell Bay financial planning, Bolton Point financial planning, Coal Point financial planning, Toronto financial planning, Valentine financial planning, Belmont financial planning, Eleebana financial planning, Warners Bay financial planning, Caves Beach financial planning), Hunter Valley Financial Planning (Muswellbrook financial planning, Scone financial planning, Pokolbin financial planning, Cessnock financial planning, Singleton financial planning, Broke financial planning, Rothbury financial planning), Central Coast Financial Planning (The Entrance financial planning, Bateau Bay financial planning, Berkeley Vale financial planning, Tuggerah financial planning, Wamberal financial planning, Terrigal financial planning, Erina financial planning, Avoca financial planning, Gosford financial planning, Woy Woy financial planning, Picketts Valley financial planning) & Sydney Financial Planning (Castle Hill Financial Planning, Rouse Hill Financial Planning, Dulwich Hill financial planning).
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