Bottrell Wealth Newcastle Financial Planning

Welcome to Bottrell Wealth Newcastle Financial Planning, located at 45 Hunter Street in Newcastle, Australia. We are a professional financial planning firm that offers a wide range of services to businesses, families, and individuals in the Newcastle and Maitland areas.

Are you looking for financial stability for yourself and your family? At Bottrell Wealth, we break down how to achieve this through four easy steps. Unfortunately, less than 10% of Australians achieve financial independence, but we can help you gain financial independence by following our five easy steps outlined in our free eBook. Make sure to grab your copy today!

Do you have a clear understanding of how your Super works and how it is managed? Download our free eBook to gain a better understanding of how your superannuation is working for you.

Planning for aged care can be financially draining on any family. Download our free eBook to find out how you can plan for aged care and alleviate some of the financial burdens.

Whether you are looking for financial security, wish to invest in shares, work towards a steady stream of income, or plan for retirement, Bottrell Wealth can assist you. Our experienced team can help you create a personalized financial plan to meet your specific goals and needs.

Life is unpredictable, and unexpected events can happen at any time. It is crucial to protect yourself and your business to ensure minimal damage is done. Find out how we can help you safeguard your future.

At Bottrell Wealth, we focus on three key sectors of financial planning: retirement planning, superannuation and wealth creation, and investment advisory. Our goal is to provide you with comprehensive financial planning services that will positively affect all aspects of your assets.

We have a strong reputation for delivering quality advice, maintaining strong relationships, and offering innovative approaches to make your money work for you. Our full range of financial planning services includes investment advice, insurance, and wealth creation, allowing our clients to achieve their business and personal goals.

Having the correct insurance is vital for both personal and business purposes. Make sure you are adequately covered and protect your assets.

Life insurance provides a substitute for an individual's income in the event of their death, bringing peace of mind to your family during a difficult time.

Income Protection Insurance is an alternate source of cash flow if you are suddenly unable to work due to sickness or an accident. Find out your options today to ensure you have financial security in case of unexpected circumstances.

Every business, regardless of its scale, relies on crucial figures that keep the cash flow coming in. Imagine if those key individuals were to leave? Get insurance on your side to protect your business.

We are a corporate authorised representative of InterPrac Financial Planning Pty Ltd and can provide financial planning services. Our Australian Financial Service License number is 246638.

Please explore our website for more information about our services and to navigate through our various pages. If you have any questions or need assistance, our team is available from 8am to 5pm, Monday to Friday.

Please note that the information on this website is general information only and should not be considered a recommendation. We strongly advise seeking advice from your financial adviser to determine if this information is appropriate for your needs, financial situation, and investment objectives. While we have taken every care in preparing this website, InterPrac Financial Planning Pty Ltd and all individuals involved in its construction disclaim any liability for any consequences arising from its use.