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Take control of your financial future

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Welcome To Newcastle Financial Planning Group*

We believe that the key to a happy life is doing what we love every day and sharing these experiences with our loved ones.

Our team of Advisers look at financial planning differently to most firms. We don’t tell you what you can achieve or where you can get financially. Instead we listen to what your goals and passions are and work with you to create advice solutions and a financial plan tailored to your lifestyle.

Our focus is realising your dreams and lifestyle aspirations. We want you to wake up each morning feeling confident you have a financial plan to stay on track and get you where you want to be.

It’s your life, so make every day count.

Our Services

With our help, you can plan and manage your income, investments and savings to work towards making your dreams and goals a reality.

Our team of advisors bring together more than 25 years of experience in all areas of financial planning, including:

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