Newcastle Wealth Management

Pitcher Partners Newcastle and Hunter Wealth Management recognises that each client has unique personal and financial needs and that to achieve personal goals, a tailored strategy is required.

How we can help

The Pitcher Partners Wealth Management team is committed to working with clients to provide the best solutions.  The team offers comprehensive services and combine big business resources with a personal local service, so clients can be confident that their advisor is giving them the best possible advice.

The team specialises in providing advice to business owners (or former business owners), business executives and affluent individuals and families who are looking for assistance  to build, grow, protect and manage their wealth.

Advice and service is provided in the following areas:

  • Strategic wealth management advice
  • Investment planning and strategic asset allocation
  • Investment portfolio management
  • Wealth accumulation and tax minimisation strategies
  • Superannuation strategies, including self-managed superannuation fund advice
  • Retirement and estate planning
  • Savings, budgeting and debt reduction advice
  • Personal and business succession insurance
  • Property settlements during relationship breakdowns
  • Strategies to reduce fees and improve cashflow for persons entering aged home care

Find out more

Contact our experts


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IN THIS SECTION:


Rob Southwell

Rob Southwell's picture

Sydney

Managing Partner and Partner – Private Business and Family Advisory


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Michael Minter

Michael Minter's picture

Newcastle

Managing Partner


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Leon Mok

Leon Mok's picture

Perth

Managing Director


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Brendan Britten

Brendan Britten's picture

Melbourne

Managing Partner and Executive Director/Partner- Business Advisory and Assurance


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Nigel Fischer

Nigel Fischer's picture

Brisbane

Managing Partner - Private Business and Family Advisory


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Tom Verco

Tom Verco's picture

Adelaide

Managing Principal - Private Business and Family Advisory


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