What test cricket can teach you about investing
Like test cricket, a successful investment strategy is one that is planned, strategic, and well-researched.
How to take control of your finances in a post-COVID world
Financial strategies for small business owners There is absolutely no doubting it, 2020 has been an incredibly tough year for small business owners in Newcastle NSW. A client I caught up with recently, likened 2020 to the 1978 thriller ‘Jaws…
Why gearing may be the best investment option for you right now
Ever considered using gearing to fast-track and maximise your wealth? It can be an extremely successful investment strategy when used wisely and when the investor understands the best processes as well as the potential risks. COVID-19 has affected the Australian…
Coastal Advice Group wins national award
Coastal Advice Group, including local branch Newcastle Financial Planning Group has been announced as the national winner of the RI Advice ‘Practice of the Year’.
The Cost of Ignoring Aged Care Advice
Author: Rosie Copp Deciding to enter aged care, even as a couple, can be a confronting journey full of change. When couples decide to enter care together, they can seek out the support of a qualified Aged Care Financial Planner…
Helping your ageing parents live a better life
None of us want to see our parents getting older and are often in denial that it is even happening. I remember clearly the day that I returned to Australia having lived and worked in the UK for almost three…
Transitioning into Aged Care? Why you need to speak to an Aged Care Financial Adviser first
Seeking advice from a qualified Aged Care Financial Adviser when a loved one needs to enter care will provide you with clarity and guidance to ensure that you are making the right decisions. For most families, this is an incredibly…
Five financial mistakes people make with their money
Whilst we can easily Google “how to achieve financial success” and read about the “gurus” who are self-made millionaires, I believe we can often learn more from the mistakes that others have made rather than their successes. Implementing a system…
The Benefits of Engaging with a Financial Planner
Daniel Brown identifies the 8 unspoken benefits of engaging with a financial planner. Take the first step and book an initial consultation with our highly experienced team of specialist financial advisers that are able to service you at our office…
Welcome Janelle Kirk
Newcastle Financial Planning Group’s recently appointed Senior Financial Adviser Janelle Kirk is clearly passionate about supporting people to realise their financial goals. With more than 44 years in the finance industry, including over two decades in the banking sector -…