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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. 

Our services

Secure your financial future

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:

  • Managed funds
  • Annuities 
  • Account Based Pensions
  • Superannuation
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Take the worry out of retirement

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.

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Sound financial advice when you need it most

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.

Prepare for when the unexpected happens

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.

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Make the most of your super

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. 

  • Advice on tax implications for super contributions
  • Finding and consolidating your lost super
  • Advice on life and disability insurance in your super.
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Advice tailored to you

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.


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
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 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.