We use cookies to provide you with the best possible online experience. Read more

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. 

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.