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BSB 650 000

Financial Planning

Our accredited Financial Advisers can provide sound financial advice, whether you are saving for your future, starting a family, or nearing retirement.

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Sound, reliable financial advice 

Whatever stage of life you are in, financial planning advice helps you make informed decisions on your current and future finances. Our qualified, accredited Financial Advisers can give you professional, personalised advice that can help you achieve your financial goals. And the earlier you start planning, the better off you could be.

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  • Getting started

    Take control of your financial future

    Wherever you are in life, sound financial planning can help you make better financial decisions for a more secure future.

    Whether you want to pay off your home, buy your dream car or give your kids a head start in life, it’s important to have the right financial advice to help you achieve your goals. 

    Our team of Financial Advisers can provide you with a range of investment options. We’ll help you plan your budget and assess your current financial situation, and help you choose the right path to grow your wealth.  

    To make an appointment to speak to a Financial Adviser call us on (02) 4927 4370, or drop into your local Newcastle Permanent branch.

    You can also learn more about financial advice by visiting the MoneySmart website».

  • Financial Services Guide

    A guide to our relationship with you and others. 

    This 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.

    It contains information about:

    • Who we are and how to contact us.
    • The types of financial services and products we offer.
    • How we and our staff are paid for providing you with these products and services.
    • Our dispute resolution procedures and how you can access them if you have a complaint about us.

Get in touch

  • Contact us Call (02) 4927 4370

  • Enquiry Make an enquiry

    One of our friendly Financial Advisers will respond to your enquiry within 1 business day (Monday to Friday).

    All information is required unless otherwise stated as optional.

    One of our friendly Member Service Officers will respond to your enquiry within 1 business day.

    All information is required unless otherwise stated as optional.

    One of our friendly Home Loan Experts will respond to your enquiry within 1 business day.

    All information is required unless otherwise stated as optional.

    One of our friendly Personal Loan Experts will respond to your enquiry within 1 business day.

    All information is required unless otherwise stated as optional.

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    Please be aware to borrow this amount you will be required to provide security. You may continue with your online enquiry, providing security where requested, or you can contact our Member Support Centre on 13 19 87 to discuss our security requirements prior to completing your enquiry.

    Security against Loan

    The car should be less then eight years old and for personal use only.

    The motorcycle should be less then seven years old at the end of the loan term. Please note that only on-road and dual purpose motorcycles are accepted as security for a Personal Loan.

    To be used as security this account must be held with the Newcastle Permanent. If you would like to transfer your Term Deposit to the Newcastle Permanent please contact our Member Support Centre on 13 19 87.

    If the property is mortgaged, the mortgage must be held with the Newcastle Permanent to be accepted as security. If you would like to transfer your Mortgage to the Newcastle Permanent please contact our Member Support Centre on 13 19 87.

    Financial statements for the past two financial years will be required to support your application.

    Please note that unemployment benefits are not accepted as eligible income to apply for a Personal Loan. You may contact our Member Support Centre directly on 13 19 87 for further clarification on acceptable sources of income.

    Acceptable Pension type: Aged, Disability, Veterans Affairs and Carers. If you are receiving any other type of pension you may not be eligible for a Personal Loan. Please contact our Member Support Centre on 13 19 87 to discuss your eligibility.

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    Here’s some information for you: Terms and conditions apply and will be included with our loan offer.

    Here’s some information for you: Newcastle Permanent Building Society AFSL 238273.

    Here’s some information for you : Applications for finance are subject to Newcastle Permanent's normal credit approval process. Full terms and conditions will be included with our loan offer. Fees and charges are payable. Loans for commercial purposes are excluded.

    Here's some more information for you: This enquiry does not constitute a loan or pre-approval. Applications for credit are subject to Newcastle Permanents normal credit approval process. Full terms and conditions will be included with our loan offer. Fees and charges are payable.

    Here’s some information for you: Applications for finance are subject to Newcastle Permanent's normal credit approval process.

  • Locate us Find a local branch

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    Find a Newcastle Permanent Branch or ATM* by typing in the suburb or postcode below:

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This information does not constitute advice and has been prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider the appropriateness of the advice having regard to your personal circumstances. You should consider the Product Disclosure Statement before deciding whether to acquire or to continue to hold this product. The PDS is available by contacting the Financial Planning Department on 4927 4370. Fees, charges and tax applies. AFSL 238273.
Talk to our Financial Advisers today about arranging cover that suits your needs.
» The links provided are to websites controlled or offered by third parties (non-Newcastle Permanent). Links to other websites are provided for convenience only and do not represent any endorsement by Newcastle Permanent of the products or services offered by the website owner.