Meet Setch Group — your guide for strategic financial planning and advice
First time considering a financial advisor in Newcastle? Allow us to explain who we are and what we do.
Financial advisors in Newcastle help people make wise financial decisions so they can live the life they deserve.
We believe the first wise decision that our clients make in Newcastle is living in Newcastle.
In our opinion, Newcastle is one of the most liveable cities in the world, filled with many towns surrounded by national parks, the ocean, bays, farms and forests. Put simply, it’s one of Australia’s best-kept secrets. You’re also spoilt for choice with activities, from fishing, hunting, golf, bowls, walks, hiking and water sports to other activities.
The question is, how do we help our clients enjoy life in Newcastle, supported by their financial position?
Expert financial planning and advice
The best financial advisors in Newcastle work with their clients to understand their financial circumstances and develop financial plans and financial advice to improve their financial position.
We work with our clients over time to make wise financial decisions that result in improvements to their financial position. Our clients are typically looking for ways to build wealth and conduct pre-retirement planning and retirement planning. Some of the ways we help do this include:
- Superannuation investment and portfolio construction
- Superannuation and wealth generation
- Debt management
- Pre-retirement planning
- Retirement planning
- Insurance and risk cover
- Estate planning
- Property investment
- Budgeting and cash flow
- Ethical sustainable governance
- Aged care
Our role is to help you achieve your current financial objectives, whether that’s paying off your mortgage, saving for a comfortable retirement or investing for the future. Many of our clients also appreciate that in addition to financial advice and planning, we show them superannuation projections and strategies for increasing their superannuation. We also provide insight into their superannuation, which may supplement their Centrelink-aged pension or part pension to allow for a great lifestyle.
Why choose Setch Group for financial advice and planning
Anyone looking to improve their finances wants to work with a financial advisor in Newcastle that will act in their best interests — so how do you know when you’ve found “the one”? For some, it’s a financial advisor independent of the major banks that can offer well researched and analysed investment options and construct investment portfolios.
We assist clients across varying financial backgrounds, from those needing guidance with budgeting and cash flow management, to investments or debt management.
Don’t wait to achieve your financial goals. Setch Group is here to help you take the first step towards a brighter, more secure financial future. To schedule an obligation-free consultation, please contact us today.
Frequently asked questions
The role of the financial advisor is to understand the regulatory and financial framework in Australia and apply it in your best interests. In other words, a financial advisor helps you optimise and improve your current financial position and develop a plan for your retirement.
To do this successfully, your financial advisor must have strong knowledge of the economic and geographic market in which the client lives. Financial advisers in Newcastle understand the market and its challenges and can develop plans and strategies to help clients navigate the financial environment and build wealth. We help you to make wise financial decisions over time, which results in improved financial outcomes and investments in the long run.
If you want to improve your financial well-being and retire comfortably, then yes, you do need a financial advisor. They are experts when it comes to effective money management and create a tailored financial plan to help you achieve your financial goals.
A financial advisor can also help you manage life risks with insurance and your super. A financial advisor can simplify the process by optimising your super fund, informing you of products and strategies to promote a comfortable retirement.
When looking for a financial advisor in Newcastle, you want to see someone who listens, wants to understand your goals and objectives and has a thorough understanding of the regulatory and financial framework in Australia. Your financial advisor should also be passionate about what they do and prepared to apply their knowledge to optimise your situation and work with you over time through life’s ups and downs.
The way to find the financial advisors in Newcastle is to jump online. Setch Group has extensive experience in the financial landscape that impacts how Australians manage their money.