Frequently Asked QuestionsWhy would I refer my clients to you?The financial planners of Newcastle Advisors have been in the financial planning profession since 2005, supporting clients through the Global Financial Crisis (GFC) & the recent Global Pandemic, to become one of Newcastle’s leading financial planners.At Newcastle Advisors we are committed to providing support to your clients to ensure they make the right financial decisions so they can live life on their terms.Newcastle Advisors are knowledgeable, experienced and passionate about helping the people of the Hunter take control of their financial future.Our clients trust our firm & advice, therefore they will trust our referrals – what can you offer them to build on this trust? Based on the knowledge & experience of Newcastle Advisors you can feel confident that the services offered & approach taken to your clients will build on the trust you have developed with them over time. What will you do to help grow my clients business & do the right thing by my client?Our advisors take the time to understand what’s important to our clients & tailor a financial plan to suit their individual circumstances & financial goals. A simple step by step approach is undertaken with each client. How & when would you communicate the progress of the referral? You will receive regular updates outlining the progress of the referral’s case. The frequency of the updates will be agreed with you upfront. When is financial advice needed most? Our advisors are able to help your clients achieve their goals, no matter what stage of life they are at or what their goal is. Including; planning to get married, getting divorced, starting a family, saving for a property deposit, buying a property, looking for a job, starting your own business, expanding your business, funding your children’s education, get promoted at work and are paying more tax, struggling to repay debt, looking to streamline and simplify your financial affairs, needing to consolidate debt, worried about the financial security of your family.What services can you provide?Wealth Creation & Investment Planning, Cashflow / Budgeting Plans, Insurance Advice, Business Insurance Advice, Mortgage Repayment Advice, Investment Property Advice, Superannuation Advice, Retirement Planning, Self-Managed Super Funds, Investment Property Through Super Advice, Centrelink or Age Pension Advice, Aged Care Advice, Estate Planning AdviceContact our team today to discuss how partnering with us could benefit you. Email: mmccabe@newcastleadvisor.com