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.
There are a lot of investment products on the market. In order to make an informed choice about how to invest, it’s helpful to get advice from qualified and experienced advisers. Our Financial Advisers can offer access to investment markets and rates of return that could be out of the reach of individual investors. We can help with:
We’re living longer and retiring younger, so planning how you retire has never been more important.
We can provide you with financial advice, from planning your wealth through to maximising your superannuation and pension funds, so you can spend your retirement doing the things you love, and not worrying about your finances.
Redundancy can be a stressful time in your career, but we can help with financial advice to ensure you’re making the most of your financial position.
When you meet with one of our Financial Advisers, we can provide you with a range of options to ensure you make the right decisions and investment choices regarding lump sum payments you may have received from your employer, superannuation, taxation and social security entitlements.
When a death or disablement occurs in the family, the last thing you want to worry about is finances. We can help relieve the burden with our Estate Planning.
We provide financial advice to allow you to distribute your assets according to your wishes, as well as create strategies to minimise taxes and protect you family’s interests for issues such as trust funds and powers of attorney.
Superannuation is a major part of your retirement plan, and our Financial Advisers can help guide you through the options so that your money is working for you.
It has low tax rates, you can’t touch it until retirement and it’s compulsory. So choosing the right super option is crucial.
Our qualified Financial Advisers can provide sound advice on the super options available to you, and help you calculate how much money you will need in retirement to fund your lifestyle.
Meet our Financial Adviser, Darren.
With decades of experience, Darren knows how important strong customer relationships are to creating positive financial outcomes for clients. He takes an individual approach and designs strategies that provide clients with the freedom, security and confidence to live their life to the fullest within their financial means.
If you want to be comfortable during your retirement years, it’s time to get to know your super.
Get in touch with us online, and we'll get back to you as soon as possible.
Find the Newcastle Permanent branch that's closest to 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, part of Newcastle Greater Mutual Group Ltd ACN 087 651 992 Australian Financial Services Licence / Australian credit licence 238273. Our Website Disclosure Information is intended to provide you with information about us and the financial services we offer in relation to products, to assist you in making an informed decision about whether you want to use the services we offer.
