Newcastle Financial Planners & Advisers

Retirement Planning Advice

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.

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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.

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.

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.

Mick’s ultimate sea change with NFPG

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.