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Because life can be unpredictable, we can help you 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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Investing in property

Planning for retirement?

Talk to a Financial Adviser and take control of your financial future.

Here's some more information for you:
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.