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.

What clients are saying

Fiducian Financial Advisers believe that quality financial advice can significantly improve the current position of most individuals and that the relationship between a client and their Financial Adviser 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 Adviser and who are happy to recommend their Fiducian Financial Adviser.

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