Financial Planning | Financial Advisers & Planners | Newcastle Financial Planning Group
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Trusted Financial Advice for
Newcastle and the Hunter

Our financial advisers will help
you achieve financial success and security

Mick's ultimate sea change with NFPG

Welcome to Newcastle Financial Planning Group

When it comes to retirement planning, superannuation, investments and life insurance your options are infinite. How do you know if you have made the right choices to create wealth, protect your wealth and prepare for retirement?

Becoming a client of Newcastle Financial Planning Group will give you the ability to leverage from over 160 years’ of combined experience and the opportunity to receive a thoroughly researched and tailored financial advice strategy that can include:

  • Retirement Planning
  • Superannuation Advice
  • Self-Managed Super Funds
  • Wealth Creation and Investment Planning
  • Insurance Advice
  • Aged Care Advice
  • Estate Planning

Your tailored Financial Plan  will give you freedom of choice now and into retirement; achieve peace of mind knowing you have the financial means to live your best life.

What are you waiting for?

RI Advice – CEO Practice of the Year Award Coastal Advice Group

Why choose NFPG?

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.

Our Services

NFPG Retirement

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 lifestyle you desire.

NFPG Federal Budget Wealth Builders

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.

Happy Family

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.

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

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