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

Rob M
Kristy’s knowledge and professionalism were both very helpful and much appreciated.
Mar 06, 2025
David P
Tom and the NFPG team have been absolutely incredible helping our family to navigate through some pretty tricky times over the past couple of years. My wife and I are very pleased with the advice Tom has given, and we feel assured knowing that Tom is managing the financial aspect of our household.
Feb 19, 2025
Kate P
Tom and the entire team at NFPG have been absolutely amazing. Highly recommend.
Feb 09, 2025
John B
Kristy Coulin was recommended to me by a friend, very glad to do business with someone as knowledgeable as Kristy . Always welcoming and happy to see us and help with whatever issues I may have. If you’re are looking for professional advice on your finances don’t go past Kristy and her team at Coastal Advice Group.
Feb 04, 2025

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