Services - Newcastle Financial Planning Group
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Explore Our Full Range Of Services

We specialise in working with young couples, professionals and retirees looking to partner with financial advice specialists who will support to achieve all their goals, dreams and aspirations.

Our specialist will be focused on providing advice in the following areas:

Happy Retired Couple

Retirement Planning Advice

We take pride in generating retirement plans that help our clients realise their dreams. The first step is understanding what you want your future lifestyle to be.

Family at the beach

Superannuation Advice

Superannuation is a tax-effective way to save for your retirement. The earlier you start planning for your retirement, the more options you’ll have.

SMSFs

Self Managed Super Fund (SMSF) Advice

SMSFs offer significant transparencies that allow trustees to align their personal goals with their investment decisions. SMSFs provide more investment options than any other super fund.

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Wealth Management & Investment Advice

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.

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Cash Flow Management and Spending Plans

At Newcastle Financial Planning Group we can work with you to help you understand where your money is going. We can help by suggesting strategies which can increase cash flow.

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Insurance Advice

Your health and earning capacity are the two most important assets you have. Insurance cover will ensure you are protected if the unexpected occurs.

Self-Employed Couple

Entrepreneurs – Your Business Evolution

Daniel has developed a Business and Personal coaching program that will support you to take a seed of a business concept to a detailed vision and implementation program, to become your own boss.This program uses the exact blueprint he has used to establish, build and achieve rapid growth within his businesses.

Couple buying a property

The key to Property Investment

Would you love to own an investment property? If you’re looking into wealth creation through property, get expert advice to ensure you make an informed decision.

Retired man surfing

Navigating the Centrelink Maze

With policies and entitlements continuously evolving, Centrelink can be challenging to navigate. We can help you maximise the government entitlements for your situation.

Smiling retired lady

Aged Care Advice

Choosing the right aged care option for yourself or your loved one can be a difficult process. Our team can help you navigate the complexities and plan ahead.

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Estate Planning Advice

Estate planning is the process of working out how to distribute and protect your wealth. This process is important for everyone. It doesn’t matter how little or how much money you have.

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