You're likely here because your accountant told you about us? We're pleased you came and hope to meet you soon.
Financial planning solutions are best delivered when your accountant and financial planner work together.
Succession, estate and superannuation planning all have tax considerations and should be delivered as part of a cohesive and integrated plan and process.
Your accountant will work with us to bring these elements together and to assist you through the planning process. This is our important point of difference and why you should talk to your accountant about setting up an obligation free consultation as soon as possible.
One solution doesn’t fit all. Together, our goal is to structure the best strategies to match your individual risk profile and recommend the right structure and solutions for all your personal and business superannuation, investments and insurance needs.
Investment Solutions Magazine - Winter 2019
In this edition of Insights and Investment Solutions magazine, learn about the latest market update on local and international markets.
We take a look at sustainable investing and how investors are increasingly interested in how a company makes money, not simply how much it makes.
Finally, we share seven super strategies for end of financial year.
Download (PDF): Investment Solutions Magazine - Winter 2019
Budget 2019-20 - The Ballot Box Budget
This is a Budget not only designed to showcase the return to surplus (and by default the Government’s economic credentials) but engage voters with initiatives to make them feel like they are more prosperous. A massive infrastructure spend adds to this sentiment.
The Government has also stated that it will keep taxes as a share of GDP within the 23.9% cap.
All measures, of course, are reliant on the relevant legislation passing Parliament which is by no means a given with an election looming.
Budget 2019-20 Highlights include... Download the Merit Wealth 2019 Budget Summary
Could your Superannuation and Investments do with an expert review?
We all want our Super to work as hard as we do and to maintain our lifestyle in retirement.
So at NewStart Financial, our Certified Financial Planners meet with to you to understand your needs and priorities. Using that information, we will provide you with a comprehensive written Financial Plan tailored to your situation. It covers wealth creation and growth, insurance requirements and upfront estimates of all fees involved, so you know exactly what’s involved.