Newcastle Financial Planners & Advisers

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Most people dream of their first day of retirement – however, only 44% of Australians over age 40 feel prepared for retirement.

Find out how our team of Newcastle-based Financial Advisers can work with you to ensure you are retirement-ready and can focus on enjoying the wealth you have accumulated and the lifestyle you desire.


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Wealth Creation + Investment Advice

Whether you are an experienced investor looking to expand your wealth or a novice who is interested in taking the first steps towards building a portfolio, learn how our experienced Financial Advice team can develop a tailored strategy based on your financial goals, risk tolerance, investment time frame and circumstances.


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Insurance Advice

There’s no ‘one-size-fits-all’ approach to selecting insurance policies. A tailored combination of insurance can provide peace of mind for you and your family if a claim ever needs to be made. Our advisers have in-depth knowledge of various insurance products and providers.

Find out how you can arrange suitable insurance cover to keep your family, assets and income protected.


Transforming Your Financial Future with Personalised Solutions

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Local

Newcastle Advisers born and bred, we’re a local business employing local people. Our vision is for all to experience a life of financial prosperity through tailored financial planning that reflects their personal goals and objectives.

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Experienced

Our team of advisers has decades of collective experience in financial planning to support couples, families, professionals and retirees achieve the lifestyle they seek, simplifying the burden of managing your financial affairs.

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Connected

From property solutions to mortgage broking, accounting and legal advice, we leverage our extensive network of trusted local business partners to help guide and support you through all your important financial decisions – big and small.

  • Aged Care Advice
  • Retirement Planning
  • Estate Planning
  • Superannuation Advice
  • Insurance Advice
  • Self-Managed
    Super Funds
  • Wealth Creation &
    Investment Planning
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We help you establish a future without limitation.

At Newcastle Financial Planning Group, we are dedicated to helping you create a future without boundaries.

With an experienced team boasting decades of combined experience, we offer tailored financial planning services that cater to your unique needs and aspirations.

We aim to provide you with a comprehensive financial strategy that ensures security, prosperity, and the freedom to live your best life. Visit us to unlock your financial potential.

See What People Are Saying

Aileen P

Janelle Kirk is a great asset to the organisation and has been an immense help to me handling my finances. I would recommend Janelle.

Jul 01, 2024
Luciana N

My experience with Newcastle Financial Services has always been positive. Their representatives Kristy Coulin and Sonya Munro have always provided me with the knowledge to confidently manage my retirement funds.

Jun 26, 2024
Narelle L

I have known Janelle for over 30 years at which time she has managed our superannuation. Her integrity and knowledge of products is outstanding. We love her and woukd not go past her ever to look after our finances.

Jun 21, 2024
Patricia A

I needed to find a new financial planner when my previous guy retired. He recommended Jacob LoCascio at Newcastle Financial Planning Group at The Junction Newcastle. I have found him to be very kind, reassuring and trustworthy. I feel i am in safe hands.

Jun 19, 2024

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