Newcastle Advisors

Newcastle Advisors Newcastle Advisors | Lake Macquarie Financial Planning Advisors Newcastle Advisors

We are almost there.This Friday, we come together for the Newcastle Advisors Distinguished Gentlemen’s Long Lunch. To sh...
26/08/2026

We are almost there.

This Friday, we come together for the Newcastle Advisors Distinguished Gentlemen’s Long Lunch. To share a meal, have a few drinks, enjoy some laughs and, most importantly, support men’s mental health and Talk2MeBro

Before we get into the details for Friday, I want to give a couple of well deserved shout outs.
It can be bloody frustrating when you spend years supporting large super funds, insurance companies, and major organisations through your business, then when you ask for support for something like this, sometimes the silence is deafening.

Yet the businesses that put their hands up?
Local, family-owned businesses.

Michael from Phoenix Risk Services
Michael and the team at Phoenix Risk Services has come on board as our major sponsor and backed this event from the start.
And this is not just a sponsor plug. I genuinely use Michael myself.

Michael looks after both my personal and business insurance, and he is a bloke I call when I want to make sure things are properly covered and minimise my risks.

Phoenix Risk Services can help with business insurance, commercial property, heavy motor and commercial fleets, plant and machinery, professional indemnity, cyber insurance, home and contents, cars, boats and plenty more.
Michael looks after all my personal and business insurances.

If you own a business, have vehicles or equipment on the road, or simply want someone who actually takes the time to understand what you are trying to protect, give Michael a call.
Insurance is one of those things nobody really gives a crap about until something goes wrong.
That is when having the right broker matters.

Michael supports Newcastle Advisors, this event, and men’s mental health.
If you are reviewing your insurances, give a local bloke who supports our community the opportunity to look after you.

1300 609 128
[email protected]

James from Jim’s Pool Care Toronto
James and his team at Jim’s Pool Care Toronto have also stepped up as a major sponsor of Friday’s lunch.
Again, I am not recommending someone I have never used.

James looks after my own pool, spa and equipment.

If you own a pool, you already know the story.
When everything is working, life is good.
Then the water turns green, the cleaner stops working or something starts making a noise it should not be making, you suddenly need someone who knows what the hell they are doing.

James and his team can take care of regular pool servicing, cleaning, chemicals, pool cleaners, heating, covers, pumps and all other pool equipment.

You can spend your Saturday morning standing at the pool shop with a water sample, or you can get someone who does this every day to sort it out for you.

James supports us, this event and men’s mental health, so if you have a pool, give the local bloke supporting our community an opportunity to look after it.

0411 127 926
[email protected]

These guys support us, so please return the favour.
If you need what they do, give them an opportunity. Supporting local needs to work both ways.

Support local.
22/08/2026

Support local.

SOLD OUT! 🎉The Newcastle Advisors - Distinguished Gentlemen’s Long Lunch is officially sold out.A huge thank you to our ...
22/08/2026

SOLD OUT! 🎉

The Newcastle Advisors - Distinguished Gentlemen’s Long Lunch is officially sold out.

A huge thank you to our major sponsor, Phoenix Risk Services, for getting behind the event and helping us bring the day to life.

We are looking forward to hearing from Nathan Stapleton, sharing a brilliant afternoon with a room full of great blokes, and raising awareness and support for men’s mental health through Talk2MeBro

A full room. A powerful cause. A bloody good afternoon ahead.

See you on Friday, gentlemen. 🍻

Friday lunch with the boys sounds pretty simple.But sometimes the simplest invitation starts the conversation someone ha...
07/08/2026

Friday lunch with the boys sounds pretty simple.

But sometimes the simplest invitation starts the conversation someone has been avoiding for years.

✅ Come for the food.
✅ Come for the guest speaker.
✅ Come for the cause.

Come because one afternoon away from the noise might be exactly what you or one of your mates needs.

🥩 The Distinguished Gentlemen’s Long Lunch.
📍 Friday, 28 August at Peregrin.
🎟️ Tickets are available now.

https://www.trybooking.com/events/landing/1616666

For those who are new here, I thought I’d introduce myself.I’m Matt.Dad to these two little weapons.Face behind Newcastl...
06/08/2026

For those who are new here, I thought I’d introduce myself.

I’m Matt.
Dad to these two little weapons.
Face behind Newcastle Advisors.
One of the Financial planners at Newcastle Advisors.

And for more than 20 years, I’ve worked in financial advice.

I’ve worked in accounting firms, big banks, large financial planning businesses and boutique firms before eventually starting Newcastle Advisors.

🥱 But that’s the boring stuff.

🧠 What I really do is help people work out what the hell they want the next 10, 20 or 30 years of their life to look like.

Because something I’ve learnt over the years is that having money doesn’t necessarily mean you have clarity.

We meet people earning $300k, $400k and $500k a year who still feel like they’re going nowhere.

People with millions of dollars who are terrified of retiring.

People who have worked their arse off for 30 years, accumulated property, super and investments, but have never stopped to ask:

What is all this actually for?

That’s where I think good financial advice starts.
❌ Not with a product.
❌ Not with an investment.
❌ Not with a spreadsheet.

🙋‍♂️ With a conversation 🙋‍♀️
🙋 What do you want?
🙋 When do you want to stop working?
🙋 Do you even want to stop working?
🙋 Could you work three days instead of five?
🙋 Could you retire at 55 instead of 65?
🙋 Could you help the kids?
🙋 Could you travel more?
🙋 Could you spend another $30,000 a year and still be completely fine?
🙋 Could you sell the investment property?
🙋 Should you?
🙋 And if you make one of those decisions today, what does that mean 10 or 20 years from now?

🔄 We then reverse engineer the numbers and work out how to make it happen 🔄

Maybe becoming a dad changed my perspective on this as well.

Because money matters.

But money for the sake of having more money doesn’t particularly interest me.

What interests me is what it allows you to do.
✅ More time with these two.
✅ More holidays.
✅ More choices.
✅ Less stress.
✅ The ability to walk away from a job you hate.
✅ The ability to retire when you want to, rather than when someone else tells you that you can.
✅ The ability to look after the people you love.
That’s the stuff that matters.

So if you’re new here, welcome.

You’ll probably see some financial stuff.
Plenty of real client stories.
Some opinions.
The occasional rant.

Probably a swear word or two.

And hopefully a few things that make you stop and think differently about your own money and what you actually want it to do for you.

Men are often brilliant at checking in on everyone else.✅ Their family.✅ Their mates.✅ Their staff.✅ Their clients.But w...
06/08/2026

Men are often brilliant at checking in on everyone else.

✅ Their family.
✅ Their mates.
✅ Their staff.
✅ Their clients.

But when was the last time someone genuinely checked in on them?

The Distinguished Gentlemen’s Long Lunch is an afternoon built around connection, conversation and reminding men that they do not have to carry life alone.

📆 Friday, 28 August
📍 Peregrin, Beaches Hotel, Merewether
🕰️ 12.00 pm to 4.00 pm

Bring a mate who needs a good afternoon.

🎟️ https://www.trybooking.com/events/landing/1616666

Last year, more than 50 men walked into a room for lunch.They left with new friendships, stronger connections and conver...
04/08/2026

Last year, more than 50 men walked into a room for lunch.

They left with new friendships, stronger connections and conversations that continued long after the afternoon ended.

More than $9,000 was raised for charity.

But the real impact was not measured in dollars.

It was measured in the bloke who realised he was not carrying everything alone.

The Distinguished Gentlemen’s Long Lunch returns on Friday, 28 August.

🥩 Good food.
🗣️ Honest conversations.
👨🏻 Great people.
🧠 A bloody important cause.

🎟️ Tickets are $180
and include food and beverages.

Secure your seat today.

🔗 https://www.trybooking.com/events/landing/1616666

27/07/2026

They told us the client was totally and permanently disabled.
They threatened to cut off their income protection payments unless a TPD claim was lodged.

Then, when the medical evidence confirmed the client was unlikely to ever return to work, the process changed again.

More delays.
More assessments.
More pressure on someone already living with severe PTSD.
This is not just paperwork.
This is someone’s income.
Their home.
Their treatment.
Their ability to survive while their life is being pulled apart.

People making TPD claims are often at their most vulnerable. They should not have to fight the very system that is supposed to protect them.

At Newcastle Advisors, we sit on the client’s side of the table.
We challenge the process.
We ask the uncomfortable questions.
We make sure vulnerable Australians are not left to navigate these claims alone.

Because when the claims process becomes part of the trauma, someone needs to stand beside you.

If you, or someone you care about, has been medically retired or is struggling through a TPD claim, reach out to Newcastle Advisors.

You do not have to do this alone.

To be continued.

Enjoy my various accents and AI acting - hahaha.

24/07/2026

Thinking of downsizing?

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4/192 Macquarie Road
Warners Bay, NSW
2282

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Tuesday 7am - 9pm
Wednesday 7am - 9pm
Thursday 7am - 9pm
Friday 7am - 9pm
Saturday 9am - 1pm

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