Getting started
Our financial planners provide clear, comprehensive advice that is easy to understand and is tailored to your needs.
Investment advice
We can suggest investment options we believe can contribute to your wealth accumulation and securing your financial future.
Superannuation
Superannuation is one of the most tax effective ways to put aside money during your working years for use during retirement.
Retirement planning
Planning your retirement is more important than ever, given that we are retiring earlier and living longer.
Estate planning strategies
Estate Planning to have your financial affairs in order, in the event of your death.
Life and Income Protection Insurance
Protecting yourself and your assets is another vital aspect of good financial planning.
Redundancy advice
Advice to help you manage this potentially difficult and stressful time by making the right decisions and investment choices.
Centrelink advice
We are able to provide you with strategies and advice to ensure you receive any Centrelink assistance you are entitled to.
Product Disclosure Statements
Read our Product Disclosure Statements.
Our financial planning team
Meet our friendly and highly qualified team of financial planners.
Speak to our Financial Planning team
Make an appointment with our planners at your local Newcastle Permanent branch, or by submitting an online enquiry.