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Newburn Wealth Advisory
Aerial view of a Hunter region waterfront town served by Newburn Wealth Advisory financial advisers

Areas We Service

Newburn Wealth Advisory works with clients across Newcastle.

Aerial view of Newcastle coastline with the ocean baths, beach and headland

Newcastle

Local wealth advice for Newcastle families, professionals and pre-retirees — get in touch to arrange a first conversation.
Aerial view of Lake Macquarie foreshore with yachts moored across the bay and lakeside homes along the shoreline

Lake Macquarie

Personalised financial planning, investments, retirement and SMSF advice for Lake Macquarie families and professionals.
Sunset view over Port Stephens headlands and ocean from an elevated coastal lookout

Port Stephens

Local wealth advisers serving Port Stephens and Lake Macquarie — from young families through to pre-retirees.
Rolling Hunter Valley vineyard rows at sunrise with morning mist over the surrounding hills

Hunter Valley

Personalised financial advice for Hunter Valley families balancing growing kids, mortgages and long-term goals.
Aerial view of Hunter region suburbs, sports oval and coastline served by Newburn Wealth Advisory financial advisers

Local Wealth Advice Across Newcastle

Newburn Wealth Advisory works with clients right across Newcastle, Lake Macquarie, Port Stephens, and the Hunter Valley. Wherever you're based, you get the same personalised financial planning, investment, retirement and superannuation advice, the same transparent fee structure, and the same long-term relationship with a single principal adviser who knows your situation. As an authorised representative of GPS Wealth Ltd (AFSL 254 544), every recommendation is documented in a written Statement of Advice and made only after considering your specific objectives, financial situation and needs.

Fees and any product remuneration are disclosed in writing before advice is prepared, and we keep first conversations low-pressure. You'll get clear information so you can decide what's right for your circumstances, with no obligation to proceed.

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