How to Find the Right Financial Advice in Newcastle

July 3, 2025

Financial Advice Newcastle: Intentional Wealth

…And why local, personalised advice still matters

If you’re looking for financial advice in Newcastle, you’re not alone. More people across the Hunter Region are seeking guidance on how to grow their wealth, plan for retirement, or simply feel more in control of their finances.

But with so many options, from big banks to online providers, how do you know who to trust?

Here’s what to look for when choosing a financial adviser in Newcastle, and why local, personalised advice still makes a big difference.

1. Look for a Financial Adviser Who Understands Newcastle

While the fundamentals of financial advice are the same across Australia, local knowledge matters. A financial planner who works with Newcastle clients understands:

The local property market (including suburbs like Merewether, Charlestown and New Lambton)
Common financial goals in the region — from first home buyers to retirees
Regional entitlements and planning considerations
Local professionals and small business owners’ challenges

At Intentional Wealth, we’ve helped individuals and families across Newcastle navigate everything from superannuation strategies to retirement planning with clarity and confidence.

2. Make Sure They’re Unconflicted and Transparent

One of the biggest concerns when seeking financial advice is whether the adviser is truly acting in your best interests. Some are tied to specific products or institutions — meaning their advice may be limited.

Look for an adviser who is:

Not owned by a bank or product provider
Transparent about fees and commissions
Willing to explain recommendations in plain English

This helps ensure you’re getting advice that’s tailored to your situation — not driven by sales targets or narrow product lists.

3. Ask About Their Experience and Services

The best financial advice is personalised and strategic. When you meet with a financial adviser in Newcastle, ask about:

Their areas of expertise (e.g. investing, super, retirement, cashflow)
How they tailor advice to your stage of life
What kind of clients they typically work with
Their qualifications and how long they’ve been advising

At Intentional Wealth, we’ve been helping Newcastle locals with advice on wealth creation, superannuation, SMSFs, cashflow, insurance, and retirement for nearly two decades.

4. Choose Someone Who Listens — Not Just Talks

A good financial adviser won’t overwhelm you with jargon or jump straight into selling strategies. They’ll start by understanding your goals, concerns, and lifestyle — then build a plan around you.

We believe the best outcomes come from genuine conversations, not templated advice. That’s why we limit the number of clients we work with, so every person receives the time and attention they deserve.

5. Get Started With a No-Obligation Meeting

Most people wait too long to seek advice. But the earlier you start, the more options and opportunities you’ll have. Whether you’re starting to invest, planning retirement, or just want clarity, a simple conversation can make a huge difference.

If you’re looking for financial advice in Newcastle, we’d love to help.