Author: Daniel Brown
Over the last three years, Newcastle Financial Planning Group (or NFPG) has selectively recruited a team of ten like-minded Financial Advisers; a team of specialists with wide ranging knowledge and experience, assembled to provide the best available Financial Planning experience in Newcastle, the Central Coast (Central Coast Financial Planning Group) and – soon – Sydney..
The reason for our growth? Our choice to offer specialist Financial Advice.
Making life that little bit easier
Unlike other Financial Planners who attempt to be everything for everyone, each of our Financial Advisers have their own area of specialisation.
Such in-depth knowledge and experience enable us to work together as a team of experts when encountering more complex scenarios, to provide the most suitable solutions to our clients.
Here’s one example. We recently received an Aged Care enquiry from a couple looking to support their mother, who was in need of long-term care. A straightforward enough matter on first appearance.
It quickly became a project with multiple undertakings however, one that involved tracking down a large share portfolio in multiple names, reassessing Centrelink entitlements, calculating care facility daily fees and confirming potential rental income on an investment property, all followed by the appropriate superannuation and investment advice.
Naturally, we were glad to help.
The result? “I feel so relieved that someone is taking control”.
The above enquiry revealed itself to be a multi-faceted, complex scenario which required three of our Advisers working together for the ideal outcome: removing all the stress from the situation, and ensuring a return to simplicity in the lives of our clients.
NFPG and CCFPG are committed to following this concept throughout the business operations by only partnering with local like-minded businesses that are themselves specialists, across the fields of Accounting, Mortgage Brokering, Property and Law.
Our philosophy is simple. We want to build long-term relationships with personality, that each party enjoys working within. Achieving your financial goal is always our main focus, and we believe any goal is best achieved in a mutually enjoyable and affirmative partnership.
Ultimately, the choice is simple. If you have questions or unresolved problems regarding your financial situation, you can either work with a generalist… or a specialist team, for the same price!
If you would like a complimentary meeting with one of our Financial Advice Specialists, please book here or call to make an enquiry. For any new or existing customers, be advised that due to the unprecedented growth we have experienced, NFPG will be relocating to a new office in June, remaining in our present suburb of The Junction (Newcastle).
DJIB Investments Pty Ltd T/A Newcastle Financial Planning Group is a Corporate Authorised Representative of RI Advice Group Pty Ltd, ABN 23 001 774 125 AFSL 238429. This editorial does not consider your personal circumstances and is general advice only. It has been prepared without taking into account any of your individual objectives, financial solutions or needs. Before acting on this information you should consider its appropriateness, having regard to your own objectives, financial situation and needs. You should read the relevant Product Disclosure Statements and seek personal advice from a qualified financial adviser. From time to time we may send you informative updates and details of the range of services we can provide. If you no longer want to receive this information, please contact our office to opt out. The views expressed in this publication are solely those of the author; they are not reflective or indicative of Licensee’s position and are not to be attributed to the Licensee. They cannot be reproduced in any form without the express written consent of the author.