Getting Ready For Retirement - Newcastle Financial Planning Group
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Will Your Nest Egg Give You Choices In Your Retirement?


Getting Ready For Retirement

Many people think “I’ll see a Financial Planner when I have money”, and this is a mistake. As financial planners it is our job to help you create wealth. We are here to understand your goals and help develop a solution that works for you and your family. We understand that you want to make the most of your retirement, and we want to help you make that happen.

Working in consultation with you, our team of trusted local financial planners can build a solution to make the most out of the opportunities you have and make it easy to understand and follow.

As a Fee for Service practice, you will always know the exact cost before proceeding with any advice and will only pay for the advice you want. Find out more about our unique approach.

Retirement is a time in life where many people feel uncertain about the future. Those getting ready for retirement are not only worried about having enough money to last the rest of their lives, but they are also concerned about “what I do is who I am”. We can help alleviate the stress around this milestone. We are here to support our clients and help them to feel at ease by firstly understanding what you want your retirement lifestyle to look like.

The Team at Newcastle Financial Planning Group Make Your Dream Lifestyle a Possibility Through


A vital step in achieving the lifestyle that you want in retirement. Thinking ahead now could reap massive lifestyle benefits in your retirement.


We work with you to design an investment strategy that best suits your current assets and those which you would like to invest in in the future.

Centrelink Planning and Assistance

Policies and entitlements continuously evolve and change. We can help navigate Centrelink entitlements and advise on how it fits into your overall financial strategy.

Tax and Estate Planning

We can help you work out how to distribute and protect your wealth. This process is important for everyone and it doesn’t matter how little or how much money you have.

Contact NFPG Today For A Free Financial Assessment

Register your interest below, and one of our dedicated local team will contact you to arrange a time for your free financial assessment

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