News & Advice

Check out our latest articles where I answer your financial planning and money questions

Newcastle couple reviewing their retirement plans with financial adviser

March 30, 2026

How Regular Reviews Can Keep Your Retirement Plan On Track

middle aged Newcastle couple looking at their estate planning

March 26, 2026

Safeguarding Your Future: Estate Planning Basics for Newcastle Retirees

Newcastle family standing in front of their home

March 4, 2026

Protecting Your Wealth: Insurance Essentials for Newcastle Families

Newcastle couple reviewing budgets and cashflow

March 4, 2026

Creating a Cashflow Forecast That Works for Newcastle Professionals

January 22, 2026

The Hunter Region Financial Checklist: What Everyone Should Do Before Age 50

January 22, 2026

Superannuation Strategy Tips for Newcastle Small Business Owners

A couple trying to reduce studying their finances to debt

November 28, 2025

Debt Reduction Strategies for Hunter Households in an Inflationary Environment

retirees in Hunter Region

November 28, 2025

What Newcastle Locals Should Know About Age Pension Eligibility

October 31, 2025

SMSF vs Wrap Account: What Newcastle & Hunter Region Investors Need to Know