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Newcastle Financial Planning Group

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Trading for 2 years

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About Newcastle Financial Planning Group

Our team of Advisers look at financial planning differently to most firms. We don't tell you what you can achieve or where you can get financially. Instead we listen to what your goals and passions are and work with you to create advice solutions and a financial plan tailored to your lifestyle. Our focus is realising your dreams and lifestyle aspirations. We want you to wake up each morning feeling confident you have a financial plan to stay on track and get you where you want to be. Are you on the right financial path? Why not get started with a free session to develop your financial roadmap?

Services

  • Superannuation

  • Asset & wealth protection (Insurance)

  • Retirement planning

  • Estate planning

  • Debt reduction

  • Cash flow management

  • Investment planning

  • Centrelink planning & Assistance

  • Experienced adviser & administration team

  • Face to face approach

  • In depth product knowledge

Reviews

5 rating

3 reviews

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J

Julie

5 years ago

A very friendly team who puts their clients needs first. Highly recommend.

M

Michelle

5 years ago

We are extremely happy with the service we receive from Daniel our adviser. Daniel's knowledge and financial savvy enabled us to get a payout through his super, something we wouldn't have without him. He's a gem.

A

Anna

6 years ago

Location

15 Kenrick St, The Junction NSW

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Licences

  • AFSL: 238429

Newcastle Financial Planning Group

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