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Newcastle Advisors

Retirement Planning - Warners Bay (New South Wales)
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Business Address: 323 Hillsborough Road Warners Bay NSW 2282

This business offers products or services online.


Description
Qualifications
  • Diploma Financial Planning

Business contacts: Matthew McCabe

In business since: 2019

Number of staff: 2-10

Type of clients: Private

After-hour services available: Yes

Payment options: Direct Deposit, Credit Card

Trading times: 8am to 5pm Mon to Friday. 9am-12pm Saturday (by appt)

Schedule your free 15 min 'fit' call Warners Bay Retirement Planning _small
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Schedule your free 15 min 'fit' call

Validity: from 04 Feb 2021 to 30 Jun 2021

15 minute ‘fit’ call

A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Cardiologist if you needed foot surgery. This intro “Fit” Call focuses exclusively on your family’s financial goals & priorities, yours current and future means to achieve them, and whether our team is the right fit to help you bridge that gap.

Because we only work with a select group of clients, we use this call to determine if we are a good fit and if not we will happily point you to the right expert for your unique needs. If we are a good fit, before our next meeting, we will send you a quick link to fill out to better prepare us for our initial get together. This tool will paint a one page visual picture of your family’s entire financial world.

No Cost or Obligation: We want you to know exactly how we can help before you pay us a single dollar.

3 Possible Outcomes: We will end the call in one of 3 ways;

1. we like each other and want to work together,

2. we like each other but we are not a good fit for your needs,

3. we don't like each other and respectfully go our separate ways.

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