Getting Started

Finding the right mix of investments to suit your individual situation and goals is very important and there is no simple recipe for all investors.

It is dependent on how comfortable you are with market fluctuations and how long you are looking to invest, among other considerations.

When getting started it is important to look at:

Planning your budget

• Our budget planner will help you monitor your expenses and assess your current financial situation. View our budget planner.

 Your Investor Profile

• When you make an appointment with a Newcastle Permanent Financial Planner you will be asked to complete an investor profile, which will help us find the right mix of investments for you.

Make an appointment to speak to a Financial Planner

To make an appointment to speak to a Financial Planner simply complete our online enquiry form, call us on (02) 4927 4370, or drop into your local Newcastle Permanent branch.

AFSL 238273