Wealth Management & 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.

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, our experienced Financial Advisor team can develop a tailored strategy based on your financial goals, risk tolerance, investment time frame and circumstances.

Our Financial Advisors are not only experienced at providing Financial Advice, but also in investing and creating their own wealth, applying similar strategies they recommend to clients on a daily basis. We will work with you to devise a wealth creation strategy with your financial goals in mind.

With interest rates at historically 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 to you on all these aspects, taking into account both your current assets and those you would like to invest in the future.

Investing is a powerful wealth creation tool. A considered and well researched strategy can give you the financial means to have choices in your life and choose your own path.

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

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Make your money work for you!

Here some are some strategies your Financial Adviser can incorporate into your Investment Portfolio and Wealth Creation Plan:

  • Property Investment
  • Direct Share Investing – participate in IPO’s
  • Borrowing to Invest using Equity within your existing assets
  • Invest in Managed Funds or Exchange Traded Fund (ETF’s)
  • Direct Share Investing
  • Create a Regular Savings Plan
  • Comparison of Loan repayments v Super contributions v Savings
  • Develop a Spending Plan to identify surplus cash
  • Superannuation Strategies

If you are an experienced investor looking for a fresh approach to your portfolio, or just starting out with investing and need expert guidance, book an appointment with NFPG today.

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