Testimonials

Janelle Kirk is a great asset to the organisation and has been an immense help to me handling my finances. I would recommend Janelle.

My experience with Newcastle Financial Services has always been positive. Their representatives Kristy Coulin and Sonya Munro have always provided me with the knowledge to confidently manage my retirement funds.

I have known Janelle for over 30 years at which time she has managed our superannuation. Her integrity and knowledge of products is outstanding. We love her and woukd not go past her ever to look after our finances.

I needed to find a new financial planner when my previous guy retired. He recommended Jacob LoCascio at Newcastle Financial Planning Group at The Junction Newcastle. I have found him to be very kind, reassuring and trustworthy. I feel i am in safe hands.

We were rather concerned to be transferred to a large financial planning group after having a very friendly relationship with our previous financial adviser. Jacob very quickly removed any concerns we had. We are always warmly greeted, and Jacob seems to take the conversation on from where we left off at our last meeting. We are always very well treated and are never given the impression that we are only very small investors. We consider ourselves very fortunate to have Jacob looking after our finances.

I have always found Jacob to be friendly and informative. He listens to my ideas and discusses them with me providing options that best suit my circumstances. I feel very comfortable with his advice and he understands my retirement goals.

We have Kristy as our financial expert and she is an absolute superstar. Kristy has guided us through the murky pre retirement scary stuff onto retirement bliss. Whenever we have questions or requests, she is available to chat. Kristy has enabled Cliff & I to achieve our retirement dream. Her sound advice has been invaluable. We now plan to travel, eat and drink well for as long as we want. We would highly recommend Kristy to anyone wishing a knowledgeable, friendly professional to talk to.

Terrific staff and always prompt