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Financial Planning Wallsend & Newcastle

Jace Cordell - Financial Planner Newcastle

As your local Financial Planner in Newcastle, Jace Cordell can help you with personal insurance, investment planning & wealth creation, superannuation, retirement planning and cashflow management.

Jace was inspired to help people achieve their financial goals after seeing someone close to him experience both financial and emotional pain from poor investment advice. Their best interest was not put first and they were not educated on the risks.

Jace prides himself on having a trusting and honest relationship with his clients, to ensure they fully understand their financial strategy and achieve their desired outcomes.

Our Financial Planner in Newcastle specialises in:

  • Personal insurance
    Jace Cordell, will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.

  • Investment planning & wealth creation
    Jace Cordell, your local Financial Planner in Newcastle will help you identify personal goals and help you understand how much risk you are comfortable with. 

  • Superannuation & rollover advice
    Jace Cordell will help you discover super strategies to make sure you're making the most of this valuable resource.

  • Retirement planning
    Jace can help you by developing a tailored plan that suits your retirement goals and risk tolerance. Together you will look at strategies to make sure your nest egg lasts through retirement.

  • Cashflow coaching
    Managing your cashflow is key to a successful financial plan. Jace's service combines expert advice with personal cashflow management and budgeting solution. 

What is a Financial Plan?

Jace Cordell, your local Financial Planner in Newcastle will help you manage your money so you can have more freedom to live the kind of life you want, now, and in the future. Find out the ins and outs of a financial plan in our short video below.

If you're ready to discuss your financial situation, then get in touch with Jace Cordell on 0419 661 381.

We can also help you with:

 


Contact us today.