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  • “After all the impacts on financial markets worldwide thank you for  keeping my finances in such a strong position. ”  Jan (Retiree) 

About Us

Innovative Financial Planning That Protects your Future 

 

At our core, the security of your future will always be our main priority. Entering into retirement unprepared can cause unforeseen problems, so we’re here to help you get ahead of yours by tailoring a financial plan that will address your needs long into retirement.

 

With decades of experience as financial planners, we know full well that your pathway through life is subject to change at any moment. This is why we’ll develop your financial strategy in a way that allows us to keep up with your goals and circumstances at any given moment.

 

To protect your future with a financial plan you can count on,

call 02 8488 0934 or contact us now.

 

WHY CHOOSE US

 

OUR TEAM

 

Our Services

Tailored Strategies for Unique Life Goals

 

 Financial planning is an extremely personal process and one that requires an immense amount of understanding on both sides. At Newport Financial, our team knows that every client we deal with is different and we base our tailored approach around this concept.

 

Take a look at our services to see the areas that our team will focus on when crafting a financial plan you can depend on.

 

RETIREMENT PLANNING

 

SMSF

 

ACTIVE PORTFOLIO MANAGEMENT

 

LENDING

 

What Our Clients Are Saying

  • I am a retired academic and for the last 6 years I have been a self-funded retiree. Darrin Newport has been my financial adviser during this time – from the highs of 2007 through the depths of the GFC to the present be grudging growth. So I know Darrin and his abilities very well and the following comments are based on my experience with him through this time.

    What do you want in a financial adviser? They must be:

    • totally honest, reliable & completely trustworthy
    • totally thorough with the attention down to the finest detail
    • be research-based – so their advice is based on facts and evidence not whims
    • know the legal & taxation obligations
    • be persistent – he is the interface between you and the big fund managers

    Darrin has been all of these things. I have found his advice to be excellent and it is thanks to that excellent advice that I am in such a good position as I now am. He has demonstrated many times: his knowledge of the legal requirements and the complex regulations of many funds and a detailed knowledge of all the myriad of options which are available.

    Your financial adviser must have your own interest foremost – they are trying to make money for you – and I am pleased to say Darrin has for me. I have no hesitation in recommending Darrin to you.

    Prof I Curthoys – Retiree

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    We are very grateful to Darrin Newport for great advice and help. We first encountered him when doing some so-called retirement planning – which meant, for us, as probably for many people, having no idea about any of the issues involved (tax, superannuation, bank accounts, investments, many strange words from the world of finance). Darrin led us through this maze, without ever indicating that we are idiots. He then sorted out a complex mess of super, salary-sacrificed super, selling a house, Long Service Leave pay-outs and so forth. At the end of this, we found ourselves retired in a very good financial state.

     

     

    Since then, we have moved out of Australia for a while (for professional and fun reasons). We are still contacted by Darrin with comments and help and advice. Even though we are a very long way away and in a very remote location, he keeps us up to speed, offers commentary and advice and initiates discussion about our financial situation. He acts on our decisions without any fuss or unnecessary paperwork bothering us.

     

     Prof Tony & Gee Underwood – Retiree

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    For many years my investments were with a major player in the field and I become concerned that there seemed to be no personal understanding of my needs and various planners just came and went.

     

     

    About seven years ago I changed my manager and Darrin took over my portfolio. First when at NAB and since then when he set up the Newport Financial Group. NAB lost their personal approach to my needs as their planners just came and went. I have needed someone who took a personal interest in the management of my funds as several life events meant I required someone with interest in my funds, not someone just assigned to the file – a faceless, impersonal approach that would not have allowed optimisation of my investments and life needs. I feel Darrin and Newport Financial Group have and will continue to do that.

    Terry – Retiree

Life Stages

Building Safer Futures Today

 

During life, you’ll go through different stages that define you as a person and the kind of financial future you’ll have. At Newport Financial, we’ll guide you through the financial challenges of life with our strategic planning and honest advice.

 

Take a look at the highlighted topics we’ve complied for each life stage to get an idea of the financial matters you need to plan for in life. Alternatively, get in touch with a member of our team to draw up a financial plan that will protect your future.

 

Young & Single

Couples

Families

Empty-Nesters

Retirees

Client Resources

Tailored Strategies for Unique Life Goals

 

CLIENT MANUAL 

Take a look at our series of informative guides on Super, Self Managed Super, Estate Planning, Risk Insurance, and more.

 

CLIENT NEWSLETTER

Stay current on the latest industry news and important information regarding Accounting, Business, Investments, and Super.

 

OUR VIDEOS

 View our short videos to learn more about Self Managed Super Funds, Life Insurance, and Family Trusts.

 

FINANCIAL CALCULATORS

Make use of our calculators to gain a better insight into how you are progressing towards your financial goals.

 

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