Newcastle Financial Planning Group

Newcastle Financial Planning Group Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Newcastle Financial Planning Group, 4 Karalta Lane, Erina.

08/12/2025

We've got some exciting news! Newcastle Financial Planning Group has now merged with Coastal Advisory Australia!

• Same trusted people
• Same long-term philosophy
• Now with a brand built for where we’re headed

What’s changing?

To keep receiving updates, expert insights, and important news, make sure you’re following our main CAA page now:
👉 Facebook: Coastal Advisory Australia
👉 Instagram:
👉 Website: www.coastaladvisory.com.au

Don’t miss out - follow us now and stay connected!
Thank you for being part of our journey so far. We’re excited for what’s ahead and can’t wait to share it with you.

27/11/2025

We’ve Got Big News!

NFPG is now part of Coastal Advisory Australia (CAA) — and we’re excited to take you with us on this next chapter.

From local beginnings to a growing national presence, our reach—and our impact—have expanded. Our new name and identity reflect who we’ve become: a national advisory with local roots, a future focus, and a clear purpose—helping Australians move forward with confidence.
✅ Same trusted people
✅ Same long-term philosophy
✅ Now with a brand built for where we’re headed

What’s changing?
This NFPG page will officially close 30th January 2026.
To keep receiving updates, expert insights, and important news, make sure you’re following our main CAA page today:

👉 Facebook: Coastal Advisory Australia
👉 Instagram:
👉 Website: www.coastaladvice.com.au
Don’t miss out—follow us now and stay connected!

Thank you for being part of our journey so far. We’re excited for what’s ahead and can’t wait to share it with you.

🔍 Are you properly covered? Many Australians are still underinsured. It’s time to check if your life insurance meets you...
29/04/2025

🔍 Are you properly covered? Many Australians are still underinsured. It’s time to check if your life insurance meets your needs.

It’s always our goal to make financial advice easy to understand and approachable. Thank you for your kind words!Let us ...
28/04/2025

It’s always our goal to make financial advice easy to understand and approachable. Thank you for your kind words!

Let us make your financial journey as clear and simple as possible.

Recognising the courage and sacrifice of our servicemen and women this Anzac Day. Lest we forget.
24/04/2025

Recognising the courage and sacrifice of our servicemen and women this Anzac Day.

Lest we forget.

We’re grateful to hear such wonderful feedback! Tom Momsen’s approach is all about listening to your needs and offering ...
21/04/2025

We’re grateful to hear such wonderful feedback! Tom Momsen’s approach is all about listening to your needs and offering personalised advice.

If you're looking for financial advice that comes with care and understanding, reach out today!

We’ll be taking a short break over the Easter long weekend.Our office will be closed from 18 April 2025 to 21 April 2025...
16/04/2025

We’ll be taking a short break over the Easter long weekend.

Our office will be closed from 18 April 2025 to 21 April 2025, reopening on 22 April 2025.

Wishing you a safe and happy Easter filled with good company and well-deserved rest.

Address

4 Karalta Lane
Erina, NSW
2250

Website

Alerts

Be the first to know and let us send you an email when Newcastle Financial Planning Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share