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Trusted Financial Advice for
Newcastle and the Hunter

Our financial advisers will help
you achieve financial success and security

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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

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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.

Recent Articles

5 Reasons Why You Shouldn’t Let Work Redundancy Affect Your Financial Plan

5 Reasons Why You Shouldn’t Let Work Redundancy Affect Your Financial Plan

November 3, 2023

Mark, a 45-year-old Manufacturing Technician for over 10 years, finds himself in a situation he…

My Financial Retirement Plan

5 Factors to Consider for Your Financial Retirement Plan

October 6, 2023

First Published on: 2nd May 2022 Updated on: 11th October 2023 Devising your financial…

Why the Rise and Fall of the Market is Part of Investing

Why the Rise and Fall of the Market is Part of Investing

September 1, 2023

Ted understood that Investing is a great way to create wealth. Thus his investment journey…

How Superannuation Retirement Calculators Can Help You

How Superannuation Retirement Calculators Can Help You

August 4, 2023

Maximising your superannuation savings is crucial for a comfortable retirement. It helps you maintain your…

A Guide to Aged Care Financial Planning: Preparing for the Future

A Guide to Aged Care Financial Planning: Preparing for the Future

July 30, 2023

Financial planning is essential at every stage of life, and aged care financial planning is…

Why Investing Early Can Set You Up for Financial Success

Why Investing Early Can Set You Up for Financial Success

June 16, 2023

If you're eager to kickstart your journey to financial success, there's one simple rule to…

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Testimonials

Working with Newcastle Financial Planning Group has been an overall positive experience. My now-retired adviser had recommended NFPG to help…read more →

David L

Absolutely amazed at the depth of knowledge, understanding and strategic thinking from the entire team. I definitely recommend booking in…read more →

Chad P

Knowing my finances are in secure hands in an ever changing market is invaluable. Emma takes very great care of…read more →

Karissa S

This business provides a personalised service offering on financial planning services across all sectors. They are a professional and innovative…read more →

Callan D

Before meeting Matt I had no clue about where we stood financially. After taking the time to listen to our…read more →

Tom H

I needed an insurance review as I have recently taken on a mortgage and wanted to make sure I had…read more →

Felix B

After deciding to close our SMSF and switch to an industry super fund, we met with Kristy Coulin of NFPG.…read more →

Martin H

I have been a client of NFPG for almost two years and could not recommend them more highly. Daniel Brown…read more →

Sarah F