Newcastle Advisors

I used Izack King to help put together a business plan, couldn't fault him made the process so easy and clear to understand I highly recommend!

The team at Newcastle Advisors are always a pleasure to work with. They keep things simple, communicate well, and bring a really practical approach to financial planning. We work together often with mutual clients and the feedback I hear is always the same — clear advice, easy process, and great service. Highly recommend Newy Advisors. Keep up the great work!

Matt and the team provided excellent support throughout the financial planning process. Their knowledge and attention to detail is impeccable and definitely can help you achieve financial freedom and clear strategy for further growth.

My partner and I had a strategy session with Matt and the team and it was exactly what we were looking for. We haven’t experienced a financial service this bespoke and customer-oriented before. When we walked into the boardroom the whiteboard had all our numbers and info already mapped out and ready for the session - we’d only submitted some of the information 1.5hrs beforehand! This was really encouraging. They took the time to understand our goals and educate us on different options and strategies we could utilise to reach our goals. We left with a much broader understanding of our options and how to implement our next moves and are excited to work with them again in the future as we adjust and iterate our plan. They were really easy to work and get along with and never once tried to put us in a box or talk down to us - super collaborative educational and supportive. We can’t recommend them enough. Thank you Matt and team!

Hi Matt, John and I thank you for very much for your excellent service and advice over the past couple of years. Thank you for your clear and relevant advice to assist our decision-making at this stressful time. We sold our last tranche of shares yesterday and plan to manage our remaining term deposits through the portal henceforth. Thanks again for your support. All the best to you and your family. We will be recommending your services to friends and family. I’ll give you a call before my retirement. Cheers and Warm Regards, Mark, John and Shirley Bird

A Big thumbs up for this bloke, could not of been more helpful.

Matt's communication and response times were unmatched. Matt has helped me personally and I have also referred clients to him and have all sang his praises. Matt was able to put everything in an easy to understand language making the whole process so much less stressful for us. Could not recommend another finacial planner higher!