Wealth Creation & Investment Planning Advisers | Newcastle Financial Planning Group
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Achieve your wealth creation goals with expert guidance from the specialists at Newcastle Financial Planning Group.

Our experienced wealth specialists will provide you with the guidance you need to make the best decisions for your circumstances. We will work with you to devise a wealth creation strategy with your financial goals in mind.

With interest rates at historical low rates, it’s worth considering all your investment options inside and outside of Superannuation, consider the benefits of repaying your mortgage sooner, investment accounts for your children and where to save for your next overseas holiday.

There’s more to investment planning than deciding where to invest

When it comes to making those all-important decisions on where to invest, there are several key factors to take into consideration. These include tax implications, your risk tolerance and diversification. Newcastle Financial Planning Group can provide advice  you on all of these areas, taking into account both your current assets and those which you would like to invest in, in the future.

Our philosophy is, if you don’t understand , don’t invest!

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Making your financial plan work for you

As well as creating your personal wealth creation strategy, your financial adviser will help you keep your goals on track by adjusting your financial plan to accommodate for when things change. This can include:

  • Budgeting and Saving Surplus Cash
  • Establishing a Regular Savings Plan
  • Investing in a Managed Fund
  • Creating a Property Investment Plan
  • Opening a Direct Share Portfolio
  • Establishing an Investment Lending Strategy
  • Understanding and Building your Superannuation

An ongoing relationship with your financial adviser ensures that your financial plan and wealth creation strategy is always working for you at every stage of your life.

Start achieving your financial goals today with a personal wealth creation strategy that fits your needs. NFPG’s experienced financial specialists will make sure that your money is working for you, now and in the future.

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