We have offices in Sydney, Melbourne, Perth, Brisbane, Adelaide, Canberra, Hobart and Newcastle
Newcastle’s scenic landscapes and thriving local economy make it an exceptional place to build financial stability. At Setch Group, our financial advisors Newcastle team provides expert advice tailored to your unique goals. Whether you’re planning for retirement, building wealth, or managing investments, we’re here to guide you toward a brighter financial future.
Contact Setch Group today to schedule a no-obligation consultation with our expert financial advisors Newcastle team. We’ll create a tailored financial plan to help you achieve your goals.
Living in Newcastle offers a balance of lifestyle and opportunity. However, navigating the financial challenges of property markets, cost of living, and long-term planning requires expert assistance. A trusted financial advice Newcastle provider helps you make confident decisions to achieve your goals.
At Setch Group, we offer:
We help consolidate your super funds, reduce fees, and align investments with your retirement goals, ensuring long-term growth and security.
Our team creates personalised plans to reduce debt, optimise cash flow, and build budgets that support your current lifestyle and future aspirations.
Navigate Newcastle’s property market with confidence. We offer expert guidance to identify opportunities, assess risks, and grow your portfolio.
Personalised Advice
Sophisticated Investment Strategies
Cost-Effective Solutions
Comprehensive Financial Education
Plan for a sustainable retirement income and ensure your wealth is passed on smoothly with our estate planning solutions.
Our financial planners Newcastle team provides solutions designed to improve your financial position and align with your aspirations.
Every financial journey is unique, and our Newcastle financial advisor team works closely with you to craft personalised strategies that adapt to your needs.
Our bespoke solutions include:
Newcastle residents often seek guidance on navigating rising property values, managing lifestyle costs, and planning for significant milestones. Our financial advisors in Newcastle provide clarity and confidence to effectively address these challenges.
Additionally, we support ethical investment options, tax-efficient strategies, and wealth transitions. From securing your first home to preparing for intergenerational wealth transfer, Setch Group ensures you’re on the right path to financial success.
Our services extend to nearby areas, including financial planners in Hamilton, financial advisors in Hobart, and Sydney, ensuring consistent and accessible support across locations.
By working with our financial planning in Newcastle, you’ll benefit from:
Our clients value our approachable style, dedication to results, and ability to simplify financial complexities. Whether starting your financial journey or managing substantial assets, our team equips you with the tools and confidence needed for long-term success.
Robert is 59 years old and single. He earns over $150,000 but still has a mortgage, a car loan and personal debt, and is somewhat exposed to rising interest rates.
Learn MoreCosta and Susan have two children and are in their early thirties. They have a mortgage and surplus savings, they are looking for ways to accumulate wealth and want to consider insurance.
Learn MoreMatthew is 49 years old and has children from a previous relationship. He has a house, a car, a boat and a motorbike but a low super balance.
Learn MorePeter and Aisha are in their 40s. Peter is in the construction industry but has not been happy with the performance of his superannuation. He notices that many of the large superannuation funds have investments in office buildings and is curious how infrastructure projects will perform financially as interest rates rise and the risks of these assets classes.
Learn MoreA financial advisor helps you optimise your financial position by creating tailored strategies for wealth growth, superannuation management, and retirement planning. They provide guidance to make informed decisions that align with your goals.
Financial planning Newcastle services ensure you have a clear roadmap for achieving financial independence. From budgeting and investment to preparing for retirement, financial planning helps you maximise your resources while minimising risks.
When selecting a Newcastle financial advisor, look for someone who listens to your goals, understands the local market, and demonstrates expertise in Australia’s financial framework. Setch Group’s advisors are committed to working in your best interests at every stage.
Our financial planners Newcastle team provides a full range of services, including superannuation optimisation, property investment advice, estate planning, and risk management. We also offer tailored strategies for ethical investing and wealth transitions.
Yes, it’s never too late to start planning for retirement. Our financial advice Newcastle team can help you optimise your current resources and develop strategies for a secure and comfortable future.
Personalised Advice
Sophisticated Investment Strategies
Cost-Effective Solutions
Comprehensive Financial Education
Robert is 59 years old and single. He earns over $150,000 but still has a mortgage, a car loan and personal debt, and is somewhat exposed to rising interest rates.
Learn MoreCosta and Susan have two children and are in their early thirties. They have a mortgage and surplus savings, they are looking for ways to accumulate wealth and want to consider insurance.
Learn MoreMatthew is 49 years old and has children from a previous relationship. He has a house, a car, a boat and a motorbike but a low super balance.
Learn MorePeter and Aisha are in their 40s. Peter is in the construction industry but has not been happy with the performance of his superannuation. He notices that many of the large superannuation funds have investments in office buildings and is curious how infrastructure projects will perform financially as interest rates rise and the risks of these assets classes.
Learn More