Newcastle Financial Planning Group

At Newcastle Financial Planning Group, we do things differently. Where many financial planners look at your income and assets and then and tell you what you can achieve, we like to start by understanding the essence of the life you want and work backwards from there. Everyone is different, so every financial plan should be tailored to the individual lifestyles and goals of our clients.
Our team of financial planners are passionate about delivering the best possible outcomes for their clients. Our key strengths are really listening to our clients’ desires, ambitions, goals and dreams to ensure that the plan we create together is one we mutually agree to and continue to develop over time. We utilise all relevant strategies and products to ensure we continue to evolve and deliver meaningful outcomes for our clients.
We are committed to forming lasting life-long relationships with our clients and supporting them through life’s up and downs. Dedicated to excellence and exceptional client support, we promote and encourage positive change within our industry and community.
Newcastle Financial Planning Group services Newcastle, the Hunter Valley and Central Coast.