With half a century of combined experience in the finance and banking industries one of our brokers can provide the financial solutions you need. We have produced successful outcomes for a wide variety of clients, big and small, all across Australia, from Western Australia to Queensland to Tasmania to home here in Newcastle, New South Wales. Vision Business Finance is accredited with all the major banks and lenders as well as smaller boutique entities so as to find the right financial options for our clients.

Financial Planning

At Emerge Business Advisory we pride ourselves in being friendly and accessible accounting specialists who make it our business to make your business more successful! We aim to partner with you and enable you to rely on us as a contributing factor to your success. We are highly educated, well-trained accountants, business consultants, tax specialists, financing and valuation specialists, as well as litigation support experts. We work with your management team using state-of-the-art technology to fuse strategy with results and help you grow.

Shartru Wealth provides financial advice to families and individuals. A holistic service to assist you reach your financial goals.

Nationwide Super is a multi-industry fund, meaning it doesn't matter which industry you are employed in, you can keep your super with NSF. NSF offers members strong long-term returns and a competitive fee structure, returning all profits to its members.

Business consultant.

Rick Latimore and Chris Keating established When Financial Solutions Newcastle in 2022, as one of the few independent financial planning offerings in the Hunter region. We believe that advisers should be independent from product manufacturers, so they are free to serve our clients and our clients alone. We are committed to independence, evidenced in three ways: We are commission-free and don’t receive incentive payments from product manufacturers and; We don’t have any ownership links or affiliations with product manufacturers; We don’t charge asset-based fees. Our advice is unbiased, we are free to recommend any product approved by two independent research houses. Our Advice Approach Care and consideration – we take the time to understand and align our advice to your values and beliefs. Confidence – help facilitate confident spending decisions Respect – It is your money, and we plan to build on your success Beyond money –success is more than just money. Flexibility – we plan to adapt to changes in your life, Collaboration – work closely with your trusted relationships. Our Investment Beliefs Transparency Quality Diversification Cost and fees matter Discipline Rick has worked in financial services for more than 15 years, and as a financial planner for almost 10 years. Chris has worked in financial services since 2008, and as a financial planner for more than 10 years. They both worked at Stateplus / Aware Super Financial Services, gaining extensive experience in retirement planning and have a deep knowledge of the complexities of government-defined benefit schemes. We support our clients with many different products, including, but not limited, to Australiansuper, Aware Super, Hesta Super, Colonial First State, Unisuper, Australian Retirement Trust, Vanguard, Macquarie Wrap, Rest, HUB24, BT, IOOF, Netwealth.

Financial Planner. Loan Facilitators. Facilitators of the Purchasing & Selling of Shares. Life Insurance.

Lindbeck Partners can help monitor your cash flow and keep your book keeping in order. Let us monitor your assets and take control of your financial records. We can help you monitor your cash and assets. We also provide auditing and taxation services.

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?

Pye Financial Group. As your Financial Advisor, we are committed to helping you take control of your planning and find peace of mind that comes with building a secure financial future. Our focus is on establishing long term relationships that are based upon the understanding of where you are now, and where you want to be in achieving your goals. We can provide ongoing guidance and qualified advice in the following areas; Investment Advice, Superannuation including Self Managed Super Funds, Retirement Planning, Centrelink advice, Cash Flow & Budgeting, Debt Consolidation, Wealth Creation, Home Loans, Personal Insurances and Personal Banking.

Have peace of mind for yourself and your family by getting the cover that suits your requirements and budget. At Vital Insurance, we're dedicated to helping you get the cover you need at prices you can afford. We offer a range of Newcastle insurance products including accident and disability combined insurance, personal sickness and accident insurance, high-risk accident insurance, business insurance, sports insurance and extreme sports insurance. When you choose Vital Insurance, you choose quality insurance products and a team of dedicated professionals. Benefit from day 1 cover - we even cover individuals up to 70 years of age. No tax returns necessary! Call our friendly and dedicated team today to discuss which insurance products may best suit your requirements. Our services are available across NSW including the Central Coast, Tamworth, Dubbo and Newcastle.