WELCOME TO

RETHINK
FINANCIAL
PLANNING

 
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The Rethink Financial Planning team of trusted, highly-skilled financial planners can help you take control of your financial future and fulfil your true potential. Whether you’re seeking guidance on investments, planning your retirement, navigating aged care, or wanting a tailor-made wealth creation strategy, our Newcastle-based team have the financial expertise, knowledge and life experience to get you there.

Life is about experiences and you deserve to have the financial ability to be able to live the life that you want. Sometimes, life is also about navigating an emotional transition phase such as aged care, and our experts can change a challenging process into one that is smooth and straightforward. Our purpose is to support you to deliver your ultimate vision, in whatever area of life that may be, by tailoring our strategies to your individual goals and circumstances. We approach each situation in a holistic way, to ensure we help you meet both your financial and lifestyle goals.

 
 

Realise your true potential 

 
 
 

Value-of-Advice

Our advisers are some of the most highly skilled in the Newcastle region, with two of our five financial advisers having completed their Master of Financial Planning. We invest in the continued education of our business so we can deliver services at the highest level.

We are a value-of-advice business and charge for our expertise and advice. What makes us stand above the rest is that our clients can rely on the certainty of the advice they will be given. They know we work to the highest professional and ethical standards, always putting the client’s interests first, which is why so many return and refer us on to friends and family.

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Integrated Approach

Rethink Financial Planning provides a complete advisory service by working collaboratively with our clients and planting the seeds of abundance that permit everyone we work with to have the confidence and capacity to come alive and flourish.

We are also unique in that we have access to legal and accounting specialists on hand, to save you making multiple appointments at various locations, which can prolong the process. For more information on how this works, visit our Testimonials.

We find it empowering to work with people and businesses that love what they do as much as we do. Be enriched by the energy, wholehearted support and understanding of our team and community as we work with you to realise your financial goals, and activate your life or business. We only get one shot at life, so let’s make the most of it!

 
 
 

Get Started

Your time is important. To inform our conversation and save time spent discussing the basics, we ask that you fill in this Pre-appointment Questionnaire
before you come in.

 
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Advice We Can Provide

At Rethink Financial Planning, our team of financial advisers can provide quality, tailored advice on the following:

  • Aged care advice, including Centrelink planning

  • Risk and insurance analysis

  • SME - Business advice/coaching & succession planning

  • Investment planning and wealth creation strategies

  • Superannuation planning

  • Pre-retirement planning

  • Self-managed superannuation fund (SMSF)

  • Property strategies

  • Retirement planning

  • Estate planning considerations