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How we can help your future

No matter your age, it’s important that you have a plan for future you. Our team of expert advisers are here to assist you across a range of areas, and generally the earlier you start considering and planning your wealth strategy the easier it can be to make the plan a reality. Our accredited advisers develop a plan that’s tailored to your goals and personal circumstances, to help you with everything from investing through to retirement and even estate planning. 

Ways to build your wealth*

Did you know...

If you are saving for a house or even for travel, our experts can design a strategy to help reach your savings goals. Make an appointment

Did you know...

Protecting yourself in your 20's is an important consideration as life insurance is typically cheaper while you are younger. As you age, insurance can become more expensive to purchase as you are more likely to develop health conditions, whereas purchasing while you are younger can mean lower premiums. 

Insurance protects those that you love most, such as your partner or children as well as your assets.

Make an appointment

Did you know...

If you are saving for a house or even for travel, our experts can design a strategy to help reach your savings goals. 

Make an appointment

Did you know...

Using an expert adviser can assist you in building your wealth by creating researched and unbiased investment plans tailored to your goals, risk appetite and economic factors.

We can assist with options that are not available to most individual investors such as: fund managers and managed funds to help you grow your wealth.

Make an appointment

Did you know...

Our experts can help you create strategies to manage both good and bad debts by ensuring they are structured in the best possible way to maximise your income and tax options.

Make an appointment

Did you know...

This is an opportune time to focus on your super strategy - our experts can help you identify ways to increase your super funds growth, reduce your taxable income and even discover and consolidate lost super.

Make an appointment

Did you know...

There are various types of insurance available to protect you and your family in the event you were to suffer a life changing injury or pass away. This can include an income source in case you are unable to work, or a lump sum payment to ensure your family is financially looked after. 

A misconception can be that life insurance is included in your super; it pays to get an adviser to check and compare your super cover to ensure it meets your personal situation.

Make an appointment

Did you know...

This is an opportune time to focus on your super strategy - our experts can help you identify ways to increase your super funds growth, reduce your taxable income and even discover and consolidate lost super. 

Make an appointment

Did you know...

Using an expert adviser can assist you in building your wealth by creating researched and unbiased investment plans tailored to your goals, risk appetite and economic factors. 

We can assist with options that are not available to most individual investors such as: fund managers and managed funds to help you grow your wealth.

Make an appointment

Financial planning services

Every client is different

Meet Megan, one of our resident experts in financial planning.

Megan enjoys educating people on how to structure their investments and helping them achieve the lifestyle they want in retirement. She likes that that every client is different and enjoys building strong client relationships over time. 


Here's some more information for you:
*Any information on this web page does not constitute advice and has been prepared without taking into account your objectives, financial situation or needs. Therefore,before acting on any advice, you should consider its appropriateness having regard to these matters and the product Terms and Conditions or Product Disclosure Statement. Newcastle Permanent Building Society Limited ACN 087 651 992, Australia Credit Licence/Australia Financial Services Licence 238273. Our Financial Services Guide is intended to provide you with information about Newcastle Permanent and the financial services we offer. It is designed to assist you in making an informed decision about whether you want to use our services. Click here to download it.