Retire with Confidence
We help organise and simplify your financial life.
Whether your goals include retirement planning, leaving a legacy behind for your family or minimising your taxes, we have got you covered.
We are committed to helping you achieve the unique goals that are most important to you.
What’s Important To You?
Family, Health, Financial Security.
Whatever your goals, together we create a plan for what matters.
WHY ARE YOU HERE?
We start every single meeting by asking… “Why are you here?”
Because we don’t know what you know.
It might be because your accountant informed you that you need to see a Newcastle Financial Planner, you might be getting a divorce, you might of been made redundant before you are ready to retire, you might be injury or ill and can no longer work. You might want to retire, but have no idea how you can achieve it.
Whatever the reason is for coming to see our Lake Macquarie Financial Planners, we want to know what you are thinking about before we start our meeting.
We read books & financial literature, listen to podcasts, attend seminars, complete education courses, learn from other clients and their experiences, however we don’t necessarily know what you have read, listened to or have been influenced by. It is important for us to understand and uncover what debt, income, investing, tax planning, insurance, estate planning mean to you. What you like and dislike about what you have been doing with your financial affairs.
The most important question we ask in our meetings, is
“if we are sitting here one year from now, what would have happened in those 12 months for you to look back and be happy that we met?”
About Us
Simply put, we strive to be our client’s most trusted advisor. Our team has years of experience working with people who are ready to clarify, simplify and organise their financial lives.
We think you should invest with a trusted partner, not a fund, book or an app. Plenty of companies can sell you a product or help you make money, but far fewer aim to make your life goals a reality.
Choosing the right financial planner is an extremely important decision that can impact many aspects of your life.
As Newcastle Advisors, we want to provide you with every piece of information needed for your advisor selection process.
Here is what you can expect from our initial conversation:
No Obligation - We want to understand exactly what you are seeking and how we can help you, before you pay us.
Transparency - Before we work together, we want you to understand how we work, the value we can add to your life, and the cost of our services.
Actionable Advice - whether we ultimately decide to work together or not, we want to leave you feeling more confident by providing actionable steps you can take to improve your finances.
For more than 17 years we have been advising clients on these exact topics.
We can help you too.
