finance
Financial Planners in Newcastle 2026, What They Charge, What They Do, and How to Find a Licensed Financial Adviser Near You
Newcastle financial planner guide 2026: what financial planners charge in Newcastle and the Hunter Valley, how to check their ASIC licence, what advice they can give, and how to find a licensed financial adviser near you.
How we reported this
Financial Planners and Financial Advisers in Newcastle 2026
Newcastle and the Hunter Valley have a solid financial planning sector. The region has a significant coal and manufacturing worker base with specific superannuation and salary packaging needs, alongside a growing retiree population. moneysmart.gov.au
How Much Does a Financial Planner Cost in Newcastle 2026?
- Initial consultation / Statement of Advice (SoA), typically $2,100-$5,200+
- Ongoing advice fee (annual), typically $2,400-$8,400+/year
- Superannuation advice (single issue), typically $1,200-$3,000
- Retirement planning advice, typically $1,300-$3,100
How to Check a Financial Planner's Licence in Newcastle
Search the ASIC Financial Advisers Register at moneysmart.gov.au/financial-advice/financial-advisers-register. moneysmart.gov.au
What a Financial Planner Can Help You With in Newcastle
- Superannuation and SMSF strategies
- Retirement planning and transition-to-retirement
- Investment advice
- Insurance and income protection
- Estate planning and Centrelink optimisation
This article was compiled by AI and screened before publishing. See our editorial standards.
This article is general information only and is not personal financial or investment advice. Consider your own circumstances and seek licensed professional advice before making financial decisions.