Empty-Nesters

Beginning a New Chapter in Your Life

As your children grow old, move out of the family home, and live as financially self-reliant adults, your options for the future begin to broaden. Perhaps, your mortgage is paid off and you have far more disposable income available? Well, now’s the time to start thinking about your financial goals and how to best set yourself up for a secure retirement.

With the professional expertise of Newport Financial at your disposal, you can use this opportune moment in your life to consolidate your financial outlook. That’s why our fully certified advisors are here to walk you through the best strategies for your unique goals and financial circumstances.

Take a look at our featured financial topics for empty-nesters or contact us now to discuss your options for a financially secure retirement.

Retirement Planning

It’s never too soon to start thinking about what your retirement will look like. There’s a lot to consider, and you need to know what you’re going to do, how you’ll fund your lifestyle, the best way to transition, additional income streams, and much more.

“It’s never too soon to start thinking about
what your retirement will look like.”

It’s these kinds of questions that demand certified professional assistance if you want to get the best outcome for your retirement. At Newport Financial, we understand just how serious your retirement is and have the expertise to put you in the most financially secure situation possible. Contact our friendly team today to arrange a consultation with one of our accredited financial advisors.

Superannuation

It’s often tempting for people to leave their super until later in life and start worrying about it then. But, putting a superannuation strategy in place now is a great way to secure your finances long into the future.

“Putting a superannuation strategy in place now
is a great way to secure your finances long into the future.”

Newport Financial understand the complexities involved with superannuation strategies and can assist you with working out exactly how much you’ll need in retirement and the impact it could have. If you’re still thinking about how much capital you could need in retirement, we’re here to help you get a plan in place. Speak with a member of our team to learn more.

Refinancing Your Property Loan

As your family’s financial circumstances change over the years, you need to ensure your property loan’s terms stay as competitive as possible. So, it’s essential that you review your financial plan with professional advisors to keep ahead of your family’s needs and economic changes.

“It’s essential that you review your financial plan with professional advisors to keep ahead of your family’s needs and economic changes.”

Newport Financial is here to provide a detailed review of your existing home and investment loans to ensure your financial plan is on the right track. No matter what your circumstances may be, our access to industry leading lenders allows us to cherry pick you the most competitive terms on the market. Contact us now to learn more about your options when it comes to refinancing your property loan.

Estate Planning

Tragedy can strike at any time and many families suffer the implications of not having a will in place. It’s at a time like this that a comprehensive estate plan will ease the burden of responsibility for your surviving spouse and children by increasing the amount of money they’ll inherit.

“Families suffer the implications of
not having a will in place.”

At Newport Financial, our team will work hand in hand with your solicitor or independently to create a robust estate plan that will minimise the tax your family faces and maximise their financial position in the case of your death. To protect your family’s future, get in touch with our experienced financial advisors today.

Your Financial Planning Pathway

Is it time that you really considered how to keep your financial future prosperous and protected? At Newport Financial, we’ll formulate a uniquely tailored financial plan to secure your future and retirement. If you’d like to learn a little more about the areas of financial advisory that we specialise in, call us now on (02) 8644 0696.

“We’ll formulate a uniquely tailored financial plan to
secure your future and retirement.”

Or, to speak with a creative, industry leading financial advisor about your ambitions for the future, please don’t hesitate to contact us now.

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

Contact Us