Investment Advice

We can suggest investment options we believe can contribute to your wealth accumulation and securing your financial future.

This could include Managed Funds where the fund's manager pools the money from many different investors. This pool of money is then invested in a variety of asset types including shares, property, cash and securities. They offer access to investment markets and potential rates of return that could be out of reach for individual investors.

Depending on the investment or product you choose with your financial planner, there may be ongoing fees charged by the manager or issuer of that product. Newcastle Permanent may receive a portion of these fees and we will always let you know what these fees entail.

To make an appointment with one of our qualified Financial Planners, drop into your local Newcastle Permanent branch or call us on (02) 4927 4370.

Here's some more information for you: Any advice on this web page has been prepared without taking into account your objectives, financial situation or needs. You should consider the appropriateness of the advice having regard to your personal circumstances. You should consider the Product Disclosure Statement before deciding whether to acquire or to continue to hold this product