At Newcastle Financial Planning Group, we are passionate about doing things a little differently.
Many financial advisers look at your income and assets and then tell you what you can achieve. We prefer to start by understanding the lifestyle you’re seeking then work towards establishing direction for all areas of your financial lifestyle.
Because everyone is different, our team of specialist financial advisers take time to tailor to our advice to the individual lives and goals of our clients. Our team is passionate about delivering the best possible outcome for you, based on your needs.
At Newcastle Financial Planning Group we take the time to listen, ensuring the advice we create together is one we mutually agree to and can develop over time, using every relevant strategy and product to deliver you the very best financial advice.
We’re there for you through all of life’s ups and downs. We promote and encourage positive change not just in our community, but in our industry as well.
We’re passionate about contributing to our local community, and value our relationships with the following organisations.
The Mark Hughes Foundation
The Mark Hughes Foundation (MHF) is a not for profit organisation formed in Newcastle by Mark and Kirralee Hughes following Marks diagnosis with Brain Cancer in 2013.
Future2 reaches out to financial planning professionals who have the passion, commitment and social conscience to help young people who have had a tough start in life to realise their potential. Individually and collectively, financial planners raise funds, identify not-for-profits that are deserving of grants and give their time and skills to help kids at risk so that they can live productive, secure and fulfilling lives.
At every stage of the cancer experience, Camp Quality provide innovative programs and services to develop life skills and strengthen the wellbeing of children aged 0 -13 growing up with cancer, and their families.