Community Support with Newcastle Financial Planning Group
NFPG is about more than financial guidance; we’re your dedicated community partner, committed to uplifting local communities with expert advice and unwavering support.
Let’s build a stronger, brighter future together!
Our Vision
Our vision is to transform the perception of financial advice in Australia by making each and every client the hero in their own story.
We have the ambitious growth plan to be known as one of Australia’s leading providers of financial planning advice, helping our clients retire with financial peace of mind.
We have a strategy to integrate technology wherever possible and an expectation of being able to deliver Statements of Advice to the client in an industry-leading timeframe, whilst maintaining our very high level of compliance. Utilising technology also allows our team to focus on what is important – knowing our clients and supporting them to achieve their goals.
NFPG’s priorities are to continue to deliver high quality advice and client service to maintain their excellent reputation and subsequently drive client referrals.
Culturally, we will always choose to be proactive, rather than reactive and we will always be prepared to take advantage of any opportunity that presents itself. “We don’t let hurdles and roadblocks impede our ability to achieve our goals and continue to grow.”
Our Values
Loyal
- Be aligned to achieve same outcomes
- Put our team and our clients first
Inspire
- Guide each other and our clients through our respective journeys
- Innovate where possible
- Lead by example
- Influence how things are done in the Financial Planning industry
- Disrupt the market
Experience
- Enjoy what we do
- Ensure our clients enjoy interacting with our business
- Have fun whilst still maintaining a professional approach to the client process
Accountable
- Deliver on your ‘word’ to your team and your clients
- Own your work and your role in the team
We’re passionate about contributing to our local community, and value our relationships with the following organisations.
As a result, they can continue to provide vital support to their local communities.
Here are a few of the organisations and projects we’ve backed this year.
Newcastle Knights
We are proud supporters of the Newcastle Knights & sponsor of Nathan Ross for the 2018 season.
The Mark Hughes Foundation
The Mark Hughes Foundation (MHF) is a not for profit organisation formed in Newcastle by Mark and Kirralee Hughes following Marks diagnosis with Brain Cancer in 2013.
Future2Foundation
Future2 reaches out to financial planning professionals who have the passion, commitment and social conscience to help young people who have had a tough start in life to realise their potential. Individually and collectively, financial planners raise funds, identify not-for-profits that are deserving of grants and give their time and skills to help kids at risk so that they can live productive, secure and fulfilling lives.
Camp Quality
At every stage of the cancer experience, Camp Quality provide innovative programs and services to develop life skills and strengthen the wellbeing of children aged 0 -13 growing up with cancer, and their families.
Got Your Back Sista
Got Your Back Sista is a registered charity dedicated to providing relief and support to women and children who have escaped the trauma of domestic violence.
Minmi Wanderers Football Club
Minmi Football Club was established in a small Newcastle mining town in 1884. They currently play in the ZPL and community football leagues.
NFPG 16ft Skiff in the 2023-24 16ft Skiff Australian Championships:
16ft skiffs are one of the most popular boats sailed in Australia with fleets in NSW and Queensland. There are currently over 80 boats registered through 9 clubs and regattas regularly attract fleets of up to 45 boats.
Our Team
We have an experienced and dedicated team working at Newcastle Financial Planning Group, with over 300 years combined experience shared amongst our Financial Advisers.
We have the ambitious growth plan to be known as one of Australia’s leading providers of financial planning advice, helping our clients retire with financial peace of mind.
We have a strategy to integrate technology wherever possible and an expectation of being able to deliver Statements of Advice to the client in an industry-leading timeframe, whilst maintaining our very high level of compliance. Utilising technology also allows our team to focus on what is important – knowing our clients and supporting them to achieve their goals.
NFPG’s priorities are to continue to deliver high quality advice and client service to maintain their excellent reputation and subsequently drive client referrals.
Culturally, we will always choose to be proactive, rather than reactive and we will always be prepared to take advantage of any opportunity that presents itself. “We don’t let hurdles and roadblocks impede our ability to achieve our goals and continue to grow.”
Your Goals, Our Guidance: A Partnership for Success
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