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Big enough to make a difference. Small enough to care.

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Our Services

Many Australians do not get the right financial advice.

The most important thing is that we are providing advice and a service that is a benefit to people. There are many stories out there of how we have done and continue to do this for people. Whether it's having the right risk-management in place and the right insurance benefits at the time for somebody who cannot work because they are too sick or those that have been in an accident.

We are about helping the person and their family at their time of need to make sure their mortgage gets paid or that they can still fund the things that are important to them. We want to make sure that people strike the right balance in their financial life, to live for today but also plan for the future.

We aim to work together and live out the professionalism that we speak about – proving to those that might be a bit sceptical or cynical about what quality advice means and what it can tangibly do and the difference it will make in practice.

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40 Years of Managing Wealth

Investing

Investing can build enough wealth to provide financial security and a comfortable lifestyle but it can be complex and there are many options to choose from, so it is important that you have the right professional advice. 

Superannuation

Superannuation can be an effective way to secure your financial future in retirement. It's important to regularly review your superannuation fund and contributions to ensure you're on track to reach your retirement goals. 

Insurance

While many people insure their home, car and possessions, it is even more important to make sure your family and lifestyle are protected from financial misfortune. Without a regular income, it can be a challenge just paying for everyday household expenses.

Retirement Planning

Thanks to our high standard of living and medical advances, Australians are living longer than ever before. A male retiring at age 60 will likely spend around 25 years in retirement and a female 28 years. 

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Meet our
dedicated team

We have over 100 years combined experience in empowering others with the knowledge to secure their financial future across the New England Region and further afield.

Meet our Team

Get in touch

We empower people with knowledge that produces real results.

  • 02 6766 9373

  • admin@newberry.com.au

  • Suite 4, 493 Peel Street, Tamworth, NSW 2340

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David J. Newberry Pty Limited, trading as Newberry Financial Services
ABN 29 082 896 197
AFSL 520230
Suite 4, 493 Peel Street
Tamworth, NSW, 2340

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