The Rethink Financial Planning team of trusted, highly-skilled financial planners will 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 has the financial expertise, knowledge and life experience to get you there.
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 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 skilled in the Newcastle region. 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 stand above the rest because our clients can rely on the certainty of the advice provided. Clients know we work to the highest professional and ethical standards, always putting their interests first. This is also why so many return and refer us to friends and family.
Integrated approach
Rethink Financial Planning provides a complete advisory service, working collaboratively with clients to give them the capacity to come alive and flourish.
We are also unique in that we have legal and accounting specialists on hand, saving the need for multiple appointments. For more information on how this works, read our Testimonials from clients.
We love what we do and look forward to supporting 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
To guide our conversation and save time spent discussing the basics, we ask that you fill in this Pre-appointment Questionnaire before you come in.
Advice we provide
At Rethink Financial Planning, our team of financial advisers provide quality, tailored advice on the following:
Risk and insurance analysis
Investment planning and wealth creation strategies
Superannuation planning
Pre-retirement and retirement planning
Self-managed superannuation funds (SMSF)
Property strategies
Estate planning considerations
We also offer a range of services specific to aged care planning.
Whether you want to understand the aged care options for yourself or are enquiring on behalf of a loved one, we can help with the following:
Entry advice and support for moving into residential care
Clarity and education on Home Care Packages
Advocacy for clients, including liaising with facilities, family, providers and carers
Working on your behalf with Centrelink, Department of Veteran Affairs and the Department of Human Services
Supporting the distribution and finalisation of our clients’ estates in accordance with their wishes
Check out Rethink Aged Care to find out how we can help you.
