Newburn Wealth Advisory
About the company
The practice serves clients across Newcastle, Lake Macquarie, Port Stephens and the Hunter Valley, and offers online meetings for clients outside its service areas. It works with families and pre-retirees. Services include financial planning, investment services, retirement planning, and superannuation and SMSF advice. Newburn Wealth Advisory provides a written Statement of Advice documenting strategy, reasoning, fees and alternatives considered.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
We would highly recommend Newburn Wealth Advisory for your Financial needs. Andrew has been our advisor for many many years and has always given myself & husband very good and sound advice , Andrew takes the time to explain the advice he is recommending and why. Andrew is a very professional advisor and also a lovely man. It’s great also that he will come and see us in our home for our meetings.
Well what can I say. Andrew has been a pleasure to deal with from the first time we met Nothing is a problem and we just get it done. He genuinely takes your best interest at heart ❤️ and connects with you and has a wealth of knowledge and experience to share with you . So put your mind at ease and get on board guys Andrew will look after you 110% Cheers mate. And continue riding that bike 🚲 of yours Andrew and spin the pedals around. All the Best . Anthony C
Andrew is very easy to talk to and takes time to explain everything and answers any questions that I might have. It is great that he can come to my home for our meetings. I would definitely recommend Newburn Wealth Advisory to anyone for their financial needs whatever they may be.
I first met Andrew over 10 years ago & over this time he is always happy to help regardless of the challenges I request of him. Thank you.
Wife and I are very happy with Andrew's service and knowledge. He's given us consistent, clear advice and takes the time to explain it to us so we know what he's recommending and why. Happy with the performance he's achieved and his regular check-ins make us comfortable that he's keeping on top of our goals.
Andrew Newburn has been our financial adviser for many years. He is very professional and has a clear understanding of our financial needs and advises us accordingly. Andrew is very approachable and nothing is too much trouble. We would highly recommend him for your financial needs.