Testimonials - Newcastle Financial Planning Group
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We met Daniel about 16 years ago. Financially, we didn’t think we were doing too badly; we had almost paid off our house but weren’t sure what to do next. Many professional people we spoke to told us we were doing alright and just keep doing that. We are fairly average workers and, if we had just continued on a saving path, we would still have a reasonable amount of money accumulated.

Luckily, we crossed paths with Daniel and, I have to say, we would not be in our position now if we hadn’t – geographically or financially. We have just moved into our dream house and would be able to retire anytime we wished to now.

To get to this stage, Daniel (and then Kristy) devised plans and strategies that changed as our children grew from small ones to teenagers and are now independent adults. He also took into account the level of risk we were willing to take so that we were always comfortable with what was happening. The regular meetings with Daniel and Kristy ensure that we know we are still on track for the plan, and talk about things that could improve it.  They are constantly reviewing investments to maximize our returns. They know the market and we trust them, but they welcome our questions and requests.

It’s one of the best decisions we made and we are extremely happy with the company.

I have just recently partnered with NFPG to help me with my retirement planning with the aim of using the government age pension to support me. Kristy helped to adjust my superannuation to maximise my investment returns all the while, making sure there was minimal risks.

It eases your mind to know that people with knowledge and experience can maximise your financial security in retirement. Every question I has was answered precisely and not too rushed so I could understand more about my money.

Overall, an extremely pleasant experience!

NFPG has certainly helped us with our endeavours in having a plan to achieve and organise our financial goals with strategies for our saving and superannuation planning through our 15 years of association with Daniel Brown.

I can recommend to everyone that he and his team have made the right decisions by us to continue a relationship through to retirement.

I have been a client of Dan Brown’s for over 5 years and regularly recommend the services of NFPG to my friends and family.

Their solutions and recommendations have taken me from being riddled with debt to ensuring the financial success and security of my family through wise investments and tailored insurance.

(NFPG) have given us guidance and advice that has been life changing. We can’t thank you guys at NFPG enough. I can now sleep at night.

Daniel (Managing Partner) has been my adviser for a number of years now and along with providing honest and intelligent advice, he and his staff have always made me feel like a friend rather than a client!

My whole family as well as my partner and a number of friends now use NFPG for their financial advice. This is because they have all seen how exceptionally happy I have been with the advice and service provided and wanted this for themselves!

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