Newcastle investment advice

Providing professional wealth management advisory services tailored to help you grow, manage and protect your financial future.
Planning your financial future

It is never too early to consider the management, growth and protection of your wealth. Being proactive about your wealth management will ensure that you take the most positive steps with your money now while securing your finances to achieve the best outcomes in future.

Wealth management encompasses a number of areas and can vary depending on your unique circumstances, age and aspirations. It can range from simple advice on how to save more money through to high-level guidance on structuring your wealth to optimise returns and tax outcomes while minimising risks and addressing asset protection needs.

Your wealth is in safe hands

The world of financial services is complex and requires an expert understanding of the various laws, compliance requirements and their implications, including taxation, superannuation, Centrelink, estate planning, trusts, companies and aged care.

Our expert advisors offer transparent and straightforward advice for every stage of your financial life with wide-ranging experience in wealth protection and growth, debt management, investments, insurance, superannuation and retirement planning.

The value of wealth management

Goal identification

Understanding your objectives and what you want your wealth to enable and achieve.

Progression

Establishment of a sound financial plan to help you move towards your goals, regularly review your progress and making adjustments as needed.

Risk management

Assessment and identification of potential key risks and implications, as well as proactive management to reduce the impact on your wealth.

Tax optimisation

Optimisation of the amount of after-tax dollars available for investment to ensure more of your money benefits from compound interest.

Wealth building

Establishment of a robust framework that considers all factors influencing your wealth, including savings, tax, investments and interest rates, and focuses on appropriate growth opportunities.
 

How can we help?
Wealth check-up

Our financial experts will undertake a comprehensive review to:

  • Assess your current financial situation
  • Determine an appropriate wealth management strategy
  • Address key concerns and opportunities
  • Help you set and achieve your long term goals
Wealth advisory

We offer assessment and advice on managing, growing and protecting your wealth, including areas such as:

  • Wealth accumulation strategies
  • Investments
  • Tax efficiency
  • Cash flow and debt strategies
  • Personal insurance and risk management
  • Superannuation
  • Retirement planning and pensions
  • Self-managed super funds
  • Centrelink
  • Aged care
Ongoing wealth reviews

Our financial experts can assist with:

  • Ongoing review of your progress towards your financial goals
  • Implementation of necessary adjustments to reflect changes in your situation, investment markets or legislation
Leverage clear, strategic advice

With more than 25 years of experience in financial services, Pitcher Partners have the expertise and in-depth industry knowledge to address the complex needs of many different clients. Our fully integrated service allows us to gain a complete understanding of your financial circumstance and structures, and develop holistic solutions and strategies that are presented in a clear, straightforward report.

Our philosophy is centred on the importance of strategies and as the financial industry evolves to become more focused on strategy rather than products, we are well placed to leverage our expertise and existing processes in this area.

Our experts

Michael Minter

Michael Minter

Managing Partner Newcastle and Hunter
Pitcher Partners Newcastle and Hunter Wealth Management Pty Limited (ABN 49 112 481 802) are Authorised Representatives ​of Hillross Financial Services Limited (ABN 77 003 323 055) (AFSL and Australian Credit License Number 232705)
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