Newcastle and Central Coast Financial Planners
Thank you for choosing to Find a Financial Planner.
We are 100% Australian owned and promote 5-star Newcastle financial planners and financial advisors who are award-winning in the Central Coast. These financial advisers are the best of breed in their industries.
We remove the guesswork out of dealing with your financial planner but doing feedback calls on their potential clients to ensure they are scoring top marks on customer service and speak your language.
Newcastle Financial Planners- Trusted and Better
Newcastle and Central Coast Financial Advisers- What should you look For?
Are reviews enough on Google or Facebook to be certain that you are going to get a planner that you can rely on and trust? The answer is no. We survey our clients almost every time and make sure they are looked after by our financial planners.
We developed an allocation system that has been consistently refined almost weekly and since 2014 to ensure you have that peace of mind to know your situation, personal wealth and family are being looked after by planners who care and want the best for you.
Complete our Find Financial Planners Newcastle 2-step process.
We will allocate you to a financial planner that provides comprehensive understandable financial solutions with no hidden surprises and ongoing support when you need it the most. We have been trusted and looked after our clients with clear communication and exceptional service and we are Australian based. What is the value to you to turn an activity which could take up to two hours, into a quick and easy 2 step process? Through our whole time helping clients get allocated, we have scored 9 or 10 on customer service by clients like you.
Financial Advisers spend up to 5-20 hours developing a well-structured plan and presented it to YOU so you can understand it and get that clarity of purpose and direction. This plan may help you re-focus your priorities and, if need be, this can be revised by the financial planner as needed.
Find a Financial Adviser in Central Coast and Newcastle- Fast
What Financial Planners Cannot Help You With?
A common misconception is that planners can help you if you are bankrupt, drowning in debt or need help consolidating your debt. This is a mortgage broker, financial broker or a Debt Management specialist.
Financial planners cannot help you if you want to buy your first home and you need to know what you can borrow, what house you should choose or what deposit is required. This is a mortgage broker or a bank.
A financial planner cannot help you if you want to save tax. This is an accountant or tax specialist. While financial planners can help with things like salary sacrificing in your superannuation, they don’t do saving tax and how it may relate to purchasing your second investment property or saving on your income tax.
What can a financial planner help you with
When can I stop working? Am I doing enough? Could I be doing more? What else should I be doing? If you have been asking yourself these questions, a financial planner can help.
You have been hardworking, all your life, we love working with you over a long period of time to make the small considered adjustments to your plan needed throughout the years to bring you stability and conservative investment guidance to achieve the long term result you looking to have in retirement.
Whether you’re starting your wealth creation journey, are ready to retire or just looking for one-off advice we would suggest you complete our 2-step form as we can help. We have planners in Newcastle, Lake Macquarie, Hunter Valley, and Central Coast. We are a national company. Our aim is to allocate you to a financial planner to provide you with an uncomplicated, affordable plan which is personalised in the following areas:
- Retirement Planning
- Combining or growing your Superannuation
- Strategies to potential create & grow your investments
- First Home Owner Sper Saver Scheme
- Aged Care
- Asset and family protection
- Estate Planning
- Risk insurance
- Self-Managed Superannuation
- Trust Strategies
- Retirement Planning
The first reason people fill in our two-minute form is it takes so long to get anywhere in Newcastle and the Central Coast. If you are like most people and travelling to work by train or car, this can take up 2 hours (and sometimes more each way). We have a financial planner that is ready to meet you now. They will come to you and they are local . The best and most convenient place to meet is in your home. If this is not suitable, they are happy to meet somewhere else and discover what is unique about you.
Why use this service to find a Financial Planner?
First and foremost this service is free for you. You will pay your financial planner either directly or indirectly but you don’t pay us. We believe trades people and highly paid professionals would get the most benefit out of using the site for the following reasons:
You may not need us but know of someone who does need a financial planner
If you have a family member, friend, neighbor, business associate or partner who needs some financial help and wants to create wealth options, why not refer them to us.
If they are not local to you this is not a problem either. We are in all areas like Brisbane, Melbourne, Adelaide, Canberra and Perth and have someone local who can help them today.
You will also get a $20.00 voucher for your trouble and go into the draw for an iPad Mini. We have four to give away every month, so you have a great chance to win.
You can send the form here.
Our parting comments before you fill in the 2 minute form.
The bureau of statistics published some statistics back in 2012 which advised that only 6% of people will either retire financially free or stable. The rest will be either partially or fully reliant on the government. This is a classic case of the saying: you can lead a horse to water but you can’t make them drink. We hope we have inspired you to “get thirsty” and make an appointment now with one of our experienced and successful financial planners.