Newburn Wealth Advisory
Making the Complicated Simple
Managing money can feel overwhelming. At Newburn Wealth Advisory, we make financial advice across Newcastle, Lake Macquarie, Port Stephens and the Hunter Valley simple. We break things down step-by-step, help you understand your options and build a clear plan that moves you towards your goals across financial planning, growing wealth, retirement planning and superannuation advice.
As an authorised representative of GPS Wealth Ltd, every conversation starts with you, your goals and what you actually want your money to do. To arrange an introductory chat, call us on 0417 481 493.
Advice Explained Clearly
We translate financial jargon into plain English so you can understand what you own, why you own it and what comes next.
Step-by-Step Process
A structured path from first chat through to ongoing review, so nothing important gets missed and nothing feels rushed.
Built to Reach Your Goals
Every recommendation ties back to the life you actually want, not a generic target or off-the-shelf model portfolio.
Tailored advice
0%
personalised to you
Our Wealth Advisory Services
Financial Planning
Investment Services
Retirement Planning
Financial Planning
Investment Services
Retirement Planning
About Newburn Wealth Advisory
Good advice isn't about picking the latest product. It's about understanding what you want, working out what you have and putting a plan in place that you can actually follow. At Newburn Wealth Advisory, we sit down with families and pre-retirees across Newcastle, Lake Macquarie, Port Stephens, and the Hunter Valley, listen to what matters and build a strategy that's easy to understand and stick to. Online meetings are also available for clients outside these areas.
Here's what working with us looks like:
- A clear, step-by-step financial plan built around your goals
- Considered investment strategies to grow your wealth over time
- Honest answers about retirement: how much, when, and what it looks like
- Practical superannuation and SMSF advice that makes your super work harder
- Transparent fees and plain-English conversations in every meeting
To book a consultation, call us on 0417 481 493.
How We Work
Considered Financial Advice, Clearly Explained
Choosing a financial adviser is a long-term decision, so it helps to know how things actually work before you commit. Every engagement at Newburn Wealth Advisory begins with a no-obligation discovery conversation. We listen to your circumstances, explain what advice can and can't do for your situation, and outline the likely scope and cost. If we're not the right fit, we'll say so. If we move forward, you receive a written Statement of Advice that documents the strategy, the reasoning behind it, the fees involved and the alternatives we considered, so you have a clear record to review and refer back to.
Our recommendations are shaped around your goals, timeframe and comfort with risk. We don't promise specific returns or guarantee outcomes — markets, tax rules and Centrelink thresholds all change over time, and any plan needs to be reviewed as your life changes too. What we do commit to is a transparent process, plain-English conversations and ongoing reviews so your strategy keeps reflecting your circumstances. You're free to ask questions, take time to think, or seek a second opinion before acting on any advice.
Newburn Wealth Advisory is an authorised representative of GPS Wealth Ltd (AFSL 254 544). You can verify our registration on ASIC's Financial Advisers Register and view our professional listing on the FAAA Find a Planner directory. To arrange a discovery conversation, call us on 0417 481 493.