Newcastle
Newcastle
Fiducian Financial Services

Newcastle

NSW - Regional

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Phone
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Address
178 Brunker Rd, Adamstown NSW 2289
PO Box 356, Adamstown NSW 2289
investment performance

Understand your financial and lifestyle goals

  • About Fiducian Financial Services Newcastle

    Our experienced and friendly team of financial services professionals work with you to help identify and navigate the best course through, what can be, a complex maze of taxation, superannuation and investment issues.

    Whether it’s: ensuring you’re on track to achieve the retirement lifestyle you desire; effectively managing your financial investment strategy; or working to establish the most effective savings strategies by which to build your wealth, we are here to help.

    We operate within the specialist financial services organisation that is the Fiducian Group.

    This provides high-quality financial planning expertise through a nationwide network of Financial Advisers.

  • Shane Pinkerton

    Principal/Owner

    Amy Hoad

    Financial Planner

    Aaron Demery

    Financial Planner
  • What clients are saying

    Fiducian Financial Planners believe that quality financial advice can significantly improve the current position of most individuals and that the relationship between a client and their Financial Planner is a key ingredient in achieving that goal.

    A professional relationship built on trust, advice, support and re-assurance can be the corner stone for developing and maintaining a financial plan perfect for you and your family.

    We are naturally delighted to hear from many Fiducian clients who are very satisfied with the service they have received from their Fiducian Financial Planner and who are happy to recommend their Fiducian Financial Planner.

  • FINANCIAL MYTH SERIES

    Everyone wants to improve their financial position but we can be led in the wrong direction.

    This series of Myth’s is what I hear as a Professional Financial Planner all the time and aims to help you look deeper into your own position and help you make informed and educated decisions that will ultimately help you stay on the right path to achieve your individual objectives.

    MYTH 1 – I NEED TO HAVE MONEY TO SEE A FINANCIAL PLANNER

    MYTH 2 – THE ROYAL COMMISSION INTO FINANCIAL SERVICES MEANS FINANCIAL PLANNERS CAN’T BE TRUSTED

    MYTH 3 – I’M GOING TO ROLLOVER ALL MY SUPERANNUATION FUNDS INTO THE ONE WITH THE BIGGEST BALANCE

    MYTH 4 – MY HOME IS NOT A FINANCIAL ASSET

    MYTH 5 – I DON’T NEED TO WORRY ABOUT MY SUPERANNUATION

    MYTH 6 – I SHOULD BUY AN INVESTMENT PROPERTY

    MYTH 7 – INDUSTRY SUPER AND INSURANCES

    MYTH 8 – IT’S OK TO TAKE A COMPASSIONATE WITHDRAWAL FROM MY SUPER

    MYTH 9 – INSURANCE IN SUPER IS A BAD THING

  • Get in touch

    What financial services are interested in?

    Your request have been sent to the Financial Planner.

Start professional assistance with your financial plan

Start professional assistance with your financial plan

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